Advisor technology
Our technology provides a powerful tool that connects you to what matters most.
Advice+ connects you to what matters most
We help financial advisors and their clients achieve and sustain financial freedom together.
What we do
We deliver a comprehensive, integrated advice infrastructure that helps power wealth, build community, and protect futures for financial advisors and their clients.
Custody
Our custody structure, tightly integrated with our technology platform, provides added safety.
Asset management
Our flexible asset management solutions give your clients more choice.
Advisor services
A great advisor and investor experience starts with prescriptive practice management that builds a sense of community.
Who we serve
Our clients are independent financial advisors.
Independent RIAs
We provide registered investment advisors with a complete experience for growing independent practices, powered by integrated advice infrastructure.
Independent broker-dealer advisors
Our technology platform and investment solutions help independent financial advisors affiliated with broker-dealers deliver advice, build, and grow.
Clients of advisors
We help financial advisors and their clients achieve and sustain financial freedom.
Our insights
We create thought leadership content that elevates the discussion around independent advice, connects independent financial advisors with their clients and other individual investors, and builds a sense of community.
Connect to what matters most.
Our investor-ready content helps you better connect with clients. See how we work with you, and how that strategic partnership helps you deliver a better advice experience to them.
Discover SEIInvestment services provided by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. Platform services provided by SEI Global Services, Inc. (SGS). SIMC, SPTC and SGS are wholly owned subsidiaries of SEI Investments Company (SEI).
Investing involves risk including possible loss of principal.