Wealth management technology and operations
Integrated technology and business process outsourcing for wealth managers and private banks, powered by the SEI Wealth Platform.
Wealth and Asset Managers
What we do
Modern, flexible platforms, technology, and operations outsourcing solutions for wealth and asset managers globally.
Our collaborative approach, combined with our industry experience and award-winning solutions, help enable you to build a stronger, more resilient business that’s well-positioned to compete and grow for decades to come.
Supporting your business with:
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Fund administration
With the right technologies, expertise, and thoughtful systems design, forward-looking managers can turn their back office into a competitive advantage.
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Investment manager technologies
Proprietary and industry-best technologies combined with our team of experts to provide a truly high level experience to your end clients.
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Investment operations outsourcing (middle office)
Outsourcing middle office services allows you to focus on your core business and improve operational performance.
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Professional services
Our specialized services combine our wealth management industry expertise and innovative technology to empower financial institutions.
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Regulatory services
Global regulatory compliance services and reporting for investment managers and institutions.