Wealth management technology and operations
Customisable technology and operations, designed to help streamline your operations and scale effectively.
Wealth and Asset Managers
Global and private banks
Fully integrated front, middle, and back office services for private banks of all sizes, for a tailored end-client and wealth manager experience.
Banking customers around the world are increasingly empowered, always connected, and highly engaged. Whether you are competing globally or locally, you must meet the evolving expectations of your clients—and that means managing a variety of business challenges.
A flexible, scalable solution for private banks of all sizes.
The SEI Wealth PlatformSM integrates technology and operational outsourcing, in one solution, with proven and scalable modern technology. It can help you to remove obstacles to growth like outdated, disparate, and legacy technology and the day-to-day management of multiple vendors.
The Platform enables you to operate seamlessly across multiple markets and drive efficiencies throughout your business. A global platform, the SEI Wealth Platform supports trading and transactions on 156 stock exchanges in 58 countries and 51 currencies, through the use of straight-through processing and a single operating infrastructure environment.
Together with our collaborative partnership process and team of experts, we can help you to realise your bank’s unique goals.
*(As of 30/6/2024).
Client stories
Through a combination of people, process and technology, we collaborate with our clients to help them reach their unique goals.
Streamline your portfolio management experience
The Platform’s Portfolio Manager Experience (PME) supports investment managers throughout the client lifecycle.
Regulatory support services
SEI actively support our client community and help minimise the strain of increasing regulatory burdens.
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Important Information
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This information is issued and approved by SEI Investments (Europe) Ltd (“SIEL”) 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR.
SIEL is authorised and regulated by the Financial Conduct Authority in the United Kingdom. While considerable care has been taken to ensure the information contained within this webpage is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information.
The views and opinions on this webpage are of SIEL only, which are subject to change. They should not be construed as investment advice.
The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.