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We provide tailored solutions for:

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RIAs and financial advisors

Integrated solutions designed to help advisors connect with clients in a more meaningful way. Our technology and custody structure is flexible, scalable, and easy to use.

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Banks, wealth, and asset managers

Enterprise technology and outsourced operations solutions built to meet the complex, evolving needs of wealth and asset managers.

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Institutional investors

Designed to support internal investment teams, our technology and operations solutions include automated processing, data management, and portfolio analytics.

The latest from our newsroom.

megaphone 15 April, 2025

Professional Adviser: Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

The industry must evolve to meet the needs of next-gen investors.

press-release 8 April, 2025

SEI and Ctrl Alt to Explore Tokenisation in Bank of England's Sandbox

SEI and Ctrl Alt to Explore Tokenisation in Bank of England's Sandbox

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Our teams are solving problems, working with our clients and communities around the world.

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