Administration and Technology

We handle support services, administration, reporting and more – so you can focus on your clients.

Commit to a higher level of productivity

When you make the decision to outsource day-to-day tasks like custody services, portfolio rebalancing and other services, you’re making a commitment to gain productivity, and refocus your time on your calendar, clients and business-building efforts. You’re choosing to prioritize your time and energy in the best possible way.

Advisors tell us that their most important daily tasks involve building client relationships, coaching clients through their financial lives, and creating a more productive business.

What doesn’t appear on that list of most critical tasks: Doing all day-to-day administrative functions internally, reinventing processes that they can outsource to experts or spending time struggling with technology integration issues.

Expert outsourced technology and administrative services to support your business and your clients. 

Our team of experienced professionals handles the heavy lifting of essential administrative service:

  • Custody services 
  • Portfolio rebalancing 
  • Online proposals and branding support 
  • Tax-loss harvesting

Game-changing technology platform for advisors

We’re proud to offer the SEI Wealth PlatformSM— a flexible, easy-to-use system that incorporates services to help you run an efficient and profitable business.

Secure investor services

Your clients receive secure investor services:

  • Online account access 
  • Secure investor website
  • Consolidated statements
  • Performance reports