Family Wealth Reports award logoWealth management firms like yours face an array of ever-growing risks. Profitability pressure, increased competition, regulatory concerns, rapidly evolving technology and escalating 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.

Knowledge Center Turn Five Tech Risks into Opportunities How to let risk drive growth-nurturing change

Harness the power of integration

Built from the ground up, the SEI Wealth PlatformSM is a unified, 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 complex and 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. 

Illustrated figure leaping between buildingsAsking the right questions helps our clients understand not just how our wealth management solutions are different, but how we’re different. Our customized solutions are built for the long term and can be adapted to address changing needs over time.  Our strategic partnerships with our clients are also designed for the long term.  Their input is extremely important and helps us deliver best-in-class service every day.

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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.

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The Front and Centered teamFront and Centered Blog

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

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