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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A Cautionary Tale for Public Pension Plans Considering a Move to DC Research takes a closer look at what seems like a logical fix
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4 Ways to Stay Current Pick your passion and educate yourself in ways that work best for you
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Why Nonprofit Investment Committees are Going to OCIO Valuable resources, advice and infrastructure can improve investment committee impact and efficiency
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 Master Trust Gains Authorization from The Pensions Regulator Specialist Master Trust Provider Says Focus Must Now Return to Personalization of Outcomes and Quality of Investments
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CIBC Selects SEI Wealth Platform to Power Growth Strategy SEI’s Unified Wealth Management Solution Supports CIBC’s Transformative Business Goals
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SEI Canada Removes Hillsdale Investment Management Inc.’s Value Momentum Strategy from its Canadian Equity Fund SEI Investments Canada Company today announced the removal of Hillsdale Investment Management Inc.’s value momentum strategy from the Canadian Equity Fund