Build a Strategic Partnership

Our proven methodology, coupled with the SEI Wealth Platform’s flexibility, provides a truly different approach to the way we work with you.

Leverage the advantage of a true strategic partner

From the initial discovery phase through ongoing client support, our team members are with you every step of the way.

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.

Take a Tour

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What We Do

We deliver wealth management and business process solutions to the investment industry.

Our deep domain knowledge enables us to deliver comprehensive solutions.

Bank and Wealth Management Technology Streamline your business with leading-edge technology through a single, unified wealth platform solution
Manager Research Services Bolster your existing manager research capabilities, lower your manager costs and increase your team’s productivity
Philosophy and Process A comprehensive view of investment products, managers and asset classes, with a dedicated focus on investor goals
Wealth Management Operations Outsourcing Simplify operations so you can focus on your main mission – serving clients and growing your business

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