Wealth management technology and operations
Modern, fully integrated wealth management technology and operations solutions powered by the SEI Wealth PlatformSM.
Wealth and Asset Managers
Technology and operations solutions for wealth and asset managers
Platforms and operations solutions to help enable wealth and asset managers to stay ahead of change and grow confidently.
Prepare your business for the future with SEI. Our technology and operations outsourcing solutions can be designed to fit your firm’s complex, unique and shifting needs—all connected by a centralized data infrastructure.
What we do
We work with you to design and build the specific solution you need leveraging the full power of our corporate-wide technology and expertise.
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Fund administration
With the right technologies, expertise, and thoughtful systems design, forward-looking managers can turn their back office into a competitive advantage.
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Investment manager technologies
Proprietary and industry-best technologies combined with our team of experts to provide a truly high level experience to your end clients.
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Investment operations outsourcing (middle office)
Outsourcing middle office services allows you to focus on your core business and improve operational performance.
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Professional services
Our specialized services combine our wealth management industry expertise and innovative technology to empower financial institutions.
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Regulatory services
Global regulatory compliance services and reporting for investment managers and institutions.
Who we serve
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Asset managers
The advanced operational infrastructure for asset managers, owners and investment organizations to evolve and compete in a landscape of escalating business challenges.
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Private banks
Fully integrated front-, middle-, and back-office services for private banks of all sizes, allowing you to operate seamlessly across multiple markets.
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Family offices
Services and solutions designed to handle sophisticated accounting, investment data aggregation, and financial reporting operations. Learn more about SEI’s award-winning Archway Platform℠.
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Independent trust companies
Gain the advantages of a large, connected enterprise with our unified and comprehensive technology, operations and asset management solution.
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Insurance companies
Leverage the power of a single, unified and flexible wealth management platform so you can grow, evolve and keep up with changing economic realities.
Interested in asset management solutions?
SEI provides outsourced investment solutions to help you generate revenue and profitability.
Latest insights
Services provided by SEI through its affiliates and subsidiaries.
*As of March. 31, 2024, through TRUST 3000 and SWP, SEI has significant relationships with trust departments from 9 of the 20 largest U.S. banks.
**Based on Pensions & Investments' "Largest Money Managers" 2022 ranking.