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What we do

Technology and investment solutions that connect the financial services industry. We deliver capabilities standalone or as comprehensive solutions.

Technology
Powering the future of wealth with enterprise platform solutions that address complex business challenges.

Operations
Achieving operational excellence with business process outsourcing and data management that help clients improve efficiency and performance.

Asset management
Connecting investors to what matters most, so they can achieve their goals and make confident decisions.

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Who we serve

RIAs and financial advisors

Wealth and asset managers

Banks and broker-dealer advisors

Institutional investors

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Who we are, what we do, and how we do it.

Our commitment
Building brave futures through the power of connection.

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As a leading technology and asset management provider, we have the resources and infrastructure to bring you the latest research, trends, and tools to keep you up to date on what matters most.

Our information packets are customized to best fit your organization's profile, interests, and goals, and include content such as case studies, brochures, article reprints, poll summaries, and white papers.

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Know your OCIO

Not all OCIOs are alike—experience and infrastructure matter. You need an OCIO with a unique investment background and the ability to monitor the market to make timely changes.

A proven OCIO

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Investment office checkup

Are you bringing unnecessary risk and inefficiency to your internal investment program? These 10 questions can help you see how your organization stacks up.

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Complete the form to receive your customized packet.

I understand SEI may send future emails to me, even if I opted-out before, and that I can opt-out again later.

Know your OCIO

Not all OCIOs are alike—experience and infrastructure matter. You need an OCIO with a unique investment background and the ability to monitor the market to make timely changes.

Investment office checkup

Are you bringing unnecessary risk and inefficiency to your internal investment program? These 10 questions can help you see how your organization stacks up.

Insights for institutional investors

The private credit equation does not appear to add up for Institutional Investors

How technology simplifies investment book of record maintenance

Nonprofit spending policy trends in 2023