Increase efficiency. Save time. Grow.
Let us help set your advisory business up for growth with a cutting-edge platform, and outsourced advisor services, to help attract more clients, save time, grow your revenues, and differentiate your advisory firm in the market.
Let us help you maintain your competitive advantage, while you strengthen your client relationships. It’s a model that lets you focus on the true value you provide – your financial planning advice.
Get practical benefits that help you:
- Save time – Let us do the heavy lifting with administrative, back office and client support functions.
- Focus on your clients – All that time you're going to save? Use it to focus on what matters most.
- Leverage the latest technology – without having to build or maintain it yourself.
- Increase your team without adding headcount – our team is your team. You get the benefits of our custodian, the SEI Private Trust Company, our investment management team, service teams and our practice management experts.
If you think our solution isn't flexible, think again. We've made it easier than ever to help you find the right options for your clients and your business.
Administration and Technology
Technology doesn't need to be hard. The SEI Wealth PlatformSM is flexible, easy to use, and fully integrated with the industry's most commonly used solutions. You'll save time and gain productivity with outsourced tasks like custody services, portfolio rebalancing and more – all designed to grow with your business.
When you're a business owner as well as a financial advisor, you probably wear many hats. Our practice management services can help, with business growth planning and consulting, tools to improve client relationships, and easy-to-use marketing programs.
Investment programs provided by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. Technology solutions provided by SEI Global Services, Inc. (SGS). SIMC, SPTC and SGS are wholly owned subsidiaries of SEI Investments Company.
Listen to what our advisor clients say about outsourcing advisory business services with us.*
Conversations with our advisor clients
*Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Advisors interviewed represent a cross-sample of SEI Strategic Advisor Council (SAC) advisors who were not compensated for providing their experiences. Their experiences and opinions are their own and may vary from other advisors working with SEI.