Customised Technology and Outsourcing Solutions

An end-to-end wealth processing and wealth management solution, designed to manage evolving needs, operate seamlessly in global markets, drive efficiency, and lead your business into the future

40+ Years in the wealth management sector

SEI Wealth Platform: Powering your growth

In the wake of Pensions Freedoms and widespread regulatory change, there has never been a greater need for advice. This presents a significant growth opportunity for wealth management firms across the sector yet, with a backdrop of increased regulation and a more digitally demanding consumer, it has also never been more costly or risky to provide that advice.

149 Stock exchanges in 55 countries and 41 currencies supported (for trading and transactions)

It's a complex situation and it requires a complex solution.

Our solution, the SEI Wealth PlatformSM, is based on decades of lessons learned, with an eye on the future of the industry. It's true end-to-end operational outsourcing -- allowing you to focus on your high-value competitive advantages, building value in your business.

SEI Wealth Platform screenshotWhen you partner with us, it enables you to:

  • Maximise your opportunities, by giving you more time to focus on your business and your clients
  • Minimise cost, by increasing your operational efficiency
  • Mitigate risk, by increasing automation and ensuring compliance with the latest regulations

Take a Tour of the SEI Wealth Platform

See customised views for key individuals within your firm, as well as client views.

Take a Tour

Watch: Informing Your Business

We’re with you every step of the way.

We strive to help you achieve much more than a technology conversion. Together, we're transforming your business — a process much more ambitious, complex and far-reaching.

Our proven methodology, coupled with the Platform’s flexibility, provides a truly different approach. Our team members are our secret weapon — dedicated client partners with deep industry experience and an innovative spirit that helps us solve your greatest challenges.

Focus on Your High-value Competitive Advantages

Partner with us to reduce operational risk and support regulatory requirements.

Download our SEI Wealth Platform brochure to learn more.

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SEI Wealth Platform