Addressing your complex needs for 50 years
We help our clients absorb change, stay relevant and deliver outstanding client experiences.
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Alternative Asset Managers Managers of hedge funds, fund of hedge funds, and private equity
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Banks and Wealth Management Firms Banks, independent trust companies, insurance companies and wealth management firms
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Financial Advisors & Wealth Managers Independent advisors, broker-dealer home offices, and wealth managers
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Individuals High-net-worth individuals and families and plan participants
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Institutional Investors DB and DC plan sponsors, government, healthcare, nonprofits, and unions
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Traditional Asset Managers Managers of collective investment trusts, ETFs, mutual funds, and separately managed accounts
Innovations for the wealth management industry
Rapid industry changes require next-generation investment infrastructure platforms, solutions and services.
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Enterprise Wealth Management Services for Private Banking Organizations A comprehensive, global, scalable platform for wealth management
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Customized Investment Solutions for Home Offices & Advisors Our investment products on your platform
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Flexible Outsourced Business Solutions for Independent Advisors For advisors building a fee-based business
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Personal Wealth Management for High-net-worth Families Goals-based advice and management
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Enterprise Operating Platform for Investment Managers Turn infrastructure into a competitive advantage
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Outsourced Investment Management (OCIO) for Institutional Investors Helping institutions improve strategic focus and gain efficiencies
We deliver wealth management and business process solutions to the investment industry.
Our deep domain knowledge enables us to deliver comprehensive solutions.
Investment solutions designed to help our clients -- and their clients -- reach their goals.
Improve your operational efficiencies and lower operational risk.
Deploy your capital more intelligently and drive efficiency throughout your business.
Your source for perspectives on industry challenges and opportunities.
From what’s now, to what’s new, to what’s next. Tap into the experience, talent and passion of our people.
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Does Your Hiring Strategy Include People with Learning Differences? Learning and neurological differences are just another form of diversity
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2019 Executive Conference Speaker Summaries EXPONENTIAL CHANGE -
Quarterly Market Commentary: Stocks Surge Into Summer Stocks around most of the world continued their early-year rally into the second quarter before tumbling throughout May
We're invested in your success.
We strive to anticipate the future and bring it back to you -- to help you see, act and be successful in it.
Get caught up
Find out what we've done and where we're headed.
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SEI Canada Decreases Risk Rating on Several Funds SEI’s International Equity Fund Adds Subadvisor to its Line-up
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SEI’s Advisors’ Inner Circle Fund Expands its Platform to Service Exchange Traded Funds Regulatory Evolution Creates Opportunities for Growth and New Fund Development
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PlanSponsor Article: The Importance of Rebalancing DC Plan Portfolios Rebalancing is critical for DC plan participants