In a 2017 study, Celent evaluated front-to-back office platform providers and awarded the SEI Wealth PlatformSM with two XCelent awards:
- Advanced Technology
- Depth of Client Service
Celent cited the Platform’s ability to offer full functional support across the entire front-to-back office as key to its selection. Also noted as a market differentiator was our formalized SEI Wealth Platform Certification Program, a robust curriculum of online and onsite learning that provides the necessary skills and knowledge required to seamlessly implement and operate our enterprise-wide wealth management solution.
Celent’s full report identifies 11 components of a wealth management platform. Complete the brief form to read the SEI Wealth Platform excerpt to see how we measured up in each of these areas.