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Prepare your business for the future with SEI. Our technology and operations outsourcing solutions can be designed to fit your firm’s complex, unique and shifting needs—all connected by a centralized data infrastructure.

What we do

We work with you to design and build the specific solution you need leveraging the full power of our corporate-wide technology and expertise.

  • Fund administration

    With the right technologies, expertise, and thoughtful systems design, forward-looking managers can turn their back office into a competitive advantage.

  • Investment manager technologies

    Proprietary and industry-best technologies combined with our team of experts to provide a truly high level experience to your end clients.

  • Professional services

    Our specialized services combine our wealth management industry expertise and innovative technology to empower financial institutions.

  • Regulatory services

    Global regulatory compliance services and reporting for investment managers and institutions.

Who we serve

  • Asset managers

    The advanced operational infrastructure for asset managers, owners and investment organizations to evolve and compete in a landscape of escalating business challenges.

  • Private banks

    Fully integrated front-, middle-, and back-office services for private banks of all sizes, allowing you to operate seamlessly across multiple markets.

  • Family offices

    Services and solutions designed to handle sophisticated accounting, investment data aggregation, and financial reporting operations. Learn more about SEI’s award-winning Archway Platform℠.

  • Independent trust companies

    Gain the advantages of a large, connected enterprise with our unified and comprehensive technology, operations and asset management solution.

  • Insurance companies

    Leverage the power of a single, unified and flexible wealth management platform so you can grow, evolve and keep up with changing economic realities.

Interested in asset management solutions?

SEI provides outsourced investment solutions to help you generate revenue and profitability.

Explore

Latest insights

A ladder stands against a pink background
blog
November 15, 2024

Stability + innovation: The cornerstone of client success

Stability and innovation aren't just complementary—they're essential for sustainable growth.

Glass building reflections
blog
April 19, 2024

Staying ahead: Three ways technology can help banks win over wealth advisors

As the wealth management industry faces a wave of advisor retirements, a modern tech stack can help banks strengthen retention and recruitment.

Pieces of blue pipe with bright yellow connectors move into a single piping configuration, suggesting disparate elements moving into the mainstream
April 16, 2024

Will AI transform alternatives?

Artificial intelligence is quickly moving from the fringe to the mainstream. What does that mean for investors, allocators, and asset managers?

All insights

Services provided by SEI through its affiliates and subsidiaries.

*As of March. 31, 2024, through TRUST 3000 and SWP, SEI has significant relationships with trust departments from 9 of the 20 largest U.S. banks.

**Based on Pensions & Investments' "Largest Money Managers" 2022 ranking.

Wealth and Asset Managers