Wealth Management Operations Outsourcing

The technology, people and services to run your back office operations

You're facing mounting profitability pressures, changing regulatory requirements, expanding product lines and increasingly demanding clients. To meet these challenges and gain a competitive edge, it’s time to reinvent how you manage your productivity -- by reimagining and revolutionising your back-office operations.

Why outsource with us?

  1. Leading-edge technology to support the entire wealth management supply chain, powered by The SEI Wealth PlatformSM
  2. The people and services to run your back office operations

We're the first -- and still only -- firm that owns the core technology and employs the people to run the back office operations on behalf of clients.

This combination of people, process and technology makes us a leader in the industry, and enables you to:

  • Reduce costs and complexity
  • Gain full compliance
  • Build value by focusing more time on your business and clients

More than 25 years ago, we became the first — and to this day we remain the only — firm that has consistently owned the core technology and employed the people and services to run the back-office operations on behalf of our wealth management clients.

Learn More About the SEI Wealth Platform

Discover the power of integrating technology, operations outsourcing and asset management in one solution.

Find out what a true partner looks like -- and take a tour of our executive dashboards.

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SEI Wealth Platform