Enterprise Wealth Management Services for Private Banking Organizations

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.

Harness the power of integration

Built from the ground up, the SEI Wealth Platform^SM 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.

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. 

Our 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.

Front 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