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Enterprise Wealth Management Services for Private Banking Organizations

A modern, fully-integrated, single infrastructure solution that powers private banks and wealth management firms globally.

SEI Wealth Platform: The future is here

Wealth management firms like yours face an array of ever-growing risks. Profitability pressure, regulatory concerns, rapidly evolving technology and increasing demand for seamless, customer-driven experiences are driving industry change at a brisk pace. It’s a complex situation that requires a unified solution designed to power your firm's business transformation.

    151 Stock Exchanges In 55 countries and 43 currencies supported (for trading and transactions) as of 9/30/17

    Harness the power of integration

    Built from the ground up, the SEI Wealth PlatformSM is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.

    Integrating technology, operational outsourcing, and asset management in one solution, the Platform was designed to manage evolving needs, operate seamlessly in global markets, and drive greater efficiency throughout your wealth management business.

    See the Platform in Action

    Take a tour of the SEI Wealth Platform

    Experience the power of the SEI Wealth Platform across your entire value chain. Explore the executive dashboards, including views for CEOs, COOs, advisors, risk and compliance officers, investment managers and end clients.

    14 Years Average experience of our relationship and client service team members

    You don't have to go it alone

    Leverage the advantage of a true strategic partner 

    Change is never easy, but today, doing nothing is the bigger risk. We're a long-term partner that you can feel good about, because our values center around building relationships that strengthen our client communities. We strive to help our clients achieve much more than a technology conversion. Together, we're transforming your business — a process much more ambitious, complex and far-reaching. 

     

    graphic: partial infographic image depicting our partnership modelOur proven methodology, coupled with the Platform’s flexibility and the client community networks we enable, provides a continually beneficial model. Our team members are our secret weapon — dedicated client partners with deep industry experience and an innovative spirit that helps us solve our clients’ greatest challenges. 

    Explore the steps of our methodology, from the initial discovery phase through ongoing client support.

    Discover our robust learning programs

    Become an SEI Wealth Platform certified partner or an accredited client

    Our multi-channel approach to in-use learning for the SEI Wealth Platform blends classroom and distributed online learning.

    Learn more

    Team at Front and Centered blogFront and Centered Blog

    Weekly conversations for leaders of transformational change from Al Chiaradonna, executive responsible for SEI Wealth Platform business in North America. 

    Join the discussion