SEI Investment Services has added a PC-based financial planning tool to help banks sell both proprietary mutual funds and SEI's new family of retail fund products.

A total of 20 banks have signed up to use the product, called Assist, as part of their investment product marketing efforts. In that group are Wells Fargo Corp., San Francisco, Philadelphia's CoreStates Financial Corp., and Frost National Bank, San Antonio. The system was tested at Fleet Bank and First Hawaiian Bank for a year.

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