Powerful technology

SEI Connect is a unified technology ecosystem designed to help you streamline business operations on a single platform. 

Institutional-grade tech powering today's advisors

Gain access to a suite of technology and wealth solutions that enable you to scale your business using the same trusted infrastructure as some of the largest banks and institutions. Along with exclusive insights, on-demand resources, and expertise, it’s the comprehensive scope of our services that differentiates us and goes beyond what typical wealth management platforms provide.

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Custody—the foundation of your success

Custody isn’t just a component of our platform—it’s the built-in foundation that powers everything we do and enables you and your clients to benefit from custody services that focus on accountability and stability. 

An open architecture platform means that you can operate with the tools you use today, leverage our strategic partnerships, or seamlessly blend both.

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Technology that’s yours to shape

We understand that every advisor’s business is different—that’s why our tech is designed to be flexible for your business, no matter what stage of the business lifecycle you’re in. 

Whether you want to build your own tech stack from the ground up, use specific pieces of our technology, or tap into the full power of our end-to-end ecosystem, you have the freedom to build your business your way.

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Single source accountability and dedicated support

You didn’t get into the business of advice to manage third-party vendor contracts and systems, yet it’s the reality many advisors face. That’s why we provide a single source of accountability with access to a team of experts and online resources to help you maximize your technology.

Our commitment goes beyond service—we offer a true relationship. By incorporating real feedback into our process, we continuously shape and refine technology enhancements that align with evolving needs.

Connecting you to the many facets of your business

It begins and ends with the client—elevating the advice you deliver every step of the way.²
 

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Important information

¹As of December 31, 2024, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises, or administers approximately $1.6 trillion in hedge, private equity, mutual fund, and pooled or separately managed assets. Assets processed on wealth management platforms is as of Dec. 31, 2024. 

²Capabilities shown are all a part of the SEI Advisor technology offering. You may or may not have access to all capabilities. 

^*Services described may be provided by SEI and or its subsidiaries. 

Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. Platform and technology services provided by SEI Global Services, Inc. (SGS). SPTC and SGS are wholly owned subsidiaries of SEI Investments Company (SEI).

The information on SEI Connect is proprietary to SEI and available for your personal viewing only and may not be copied or redistributed without receiving prior written permission.

Neither SEI nor its subsidiaries provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. 

Financial advisors who utilize SEI solutions are not affiliated with SEI or its subsidiaries. 

Investing involves risk including possible loss of principal.

Third-party technology solutions: SEI does not endorse the use of any of the products mentioned herein. Financial advisors should always check with their firm's compliance department before implementing any new technology solutions.