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.
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.
When 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.
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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.