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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Q2 2019 Quarterly Investment Review An overview of the global financial markets and our perspective on them
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How Mindfulness Shapes Learning The simple process of noticing new things makes you sensitive to context and perspective
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Coach Through Biases - Yours and Your Clients' Get your goals-based game on to show your clients how their behavior can drive outcomes
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 Study Uncovers the Impact of Advisor Biases on Client Outcomes Findings Underscore Need for True Goals-Based Wealth Management Approach
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ETF Express: SEC's Exemptive Relief Opens Up ETF Market to Active Managers A first but significant step and a boost for the ETF industry
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SEI to Announce Second-Quarter 2019 Earnings on Wednesday, July 24, 2019 Public Invited to Monitor Conference Call at 4:30 p.m. Eastern Standard Time