Award recognizes SEI as a leading company among North American wealth management technology vendors in providing innovative technology solutions and superior customer service

An organization’s ability to support multiple components within the front-to-back office, support wealth managers and their clients with a stand-alone solution, and offer web-based capabilities determines the award recipients in the “Advanced Technology” and “Depth of Client Service” categories.

The SEI Wealth Platform SM was selected for its modern user interface and strong, integrated workflows, as well as a particularly robust front-office solution, trading capabilities, and access to a vast variety of services from a centralized platform on a single, fully-integrated infrastructure.

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