If you are an ambitious Financial Advisory firm in the UK, it is likely you are focused on how you can grow your business, industrialize your operations, realise economies of scale and ensure you continue to deliver great customer outcomes.
We believe you should have the same level of control over your platform proposition as you have over your investments.
By becoming the platform operator and investment manager, you increase control over your end-to-end client proposition and build value in your business. And that's where we come in.
The SEI Wealth PlatformSM allows you to create your own lower-cost platform solution, while providing you with:
- Increased efficiency and reduced operational risk
- Increased control of your client experience and outcomes
- The ability to offer a range of services across multiple distribution channels, underpinned by a secure and scalable database and infrastructure
Our customised investment solutions are:
- Packaged to meet your needs
- Simple and easy to understand
- Competitively priced
- Mapped to return profiles, risk tolerances and capacity for loss as you determine