The power of connection and collaboration

We start by gaining a deep understanding of your business and goals, so we can help you overcome complex challenges, create meaningful connections, and realize your vision.

Our collaborative approach, combined with our industry experience and award-winning solutions, enable you to build a stronger, more resilient business that’s well-positioned to compete and grow for decades to come.

One size does not fit all

Our technology and operations outsourcing solutions can be designed to fit your firm’s complex, unique and shifting needs—all connected by a centralized data infrastructure. We provide tailored solutions and services for a wide array of financial organizations, including:

  • Asset managers (traditional, alternative, private equity, etc.)
  • Banks (multinational, regional and community)
  • Independent trust companies
  • Single- and multi-family offices
  • Registered investment advisors
  • Insurance companies
  • Financial intermediaries

Turn today’s challenges into tomorrow’s opportunities

Address modern capital market challenges, optimize your business, and deliver a seamless and differentiated client experience. Prepare your business for the future with confidence.

Investment Manager Services powered by a suite of custom investment manager platforms

Comprehensive operating platforms, technology and services for traditional and alternative asset managers worldwide. 

Enterprise Wealth Management Services powered by the SEI Wealth PlatformSM

Integrated technology and business process outsourcing for banks of all sizes, trust companies and large RIAs.

Family Office Services powered by the Archway PlatformSM

Technology and services to handle accounting, investment data aggregation and reporting operations for family offices and financial institutions serving high-net-worth families.

Uncover the possibilities with SEI’s Global Wealth Management Services.