Technology and Outsourcing Solutions for Wealth Managers

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

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50+ Years in the wealth management sector

SEI Wealth Platform: Empowering Wealth Management

There has never been a greater need for advice.

This increasingly relevant statement 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.

Wealth management firms are at an inflection point. They are under unprecedented pressure and scrutiny about how they add value to their end clients and how they attract and retain the most valuable end clients.

130 Stock exchanges in 41 countries and 43 currencies supported (for trading and transactions)

As of 30 September 2019’

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

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.

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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You don't have to face regulation alone

Leverage the advantage of a true strategic partner

With increasing regulatory burdens and escalating fines, compliance is a key priority. We actively support our SEI Wealth Platform clients in meeting their compliance requirements whilst minimising the cost of regulatory reporting.

Our regulatory support services provide you with:

  • The potential for substantial resource, development and time savings
  • Efficient implementation of regulatory changes
  • Access to a community of experts and peers

Click below to read on about our Regulatory Support Services and discover some case study examples

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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