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 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.
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.
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
Front and Centered Blog
Front and Centered BlogWeekly conversations for leaders of transformational change from Al Chiaradonna, executive responsible for SEI Wealth Platform business in North America.