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