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.

Complete the brief form to read Celent's detailed evaluation of the SEI Wealth Platform.