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Stay ahead of change and grow confidently with solutions that address modern market challenges, optimize your business, and deliver a seamless and differentiated client experience.

We provide services for:

  • Asset managers

    Advanced operational infrastructure for asset managers, owners, and investment organizations to evolve and compete in a landscape of escalating business challenges.

  • Private banks

    Fully integrated front-, middle-, and back-office services for private banks of all sizes, allowing you to operate seamlessly across multiple markets.

  • Independent trust companies

    Gain the advantages of a large, connected enterprise with our unified and comprehensive technology, operations, and asset management solution.

  • Family offices

    Services and solutions designed to handle sophisticated accounting, investment data aggregation, and financial reporting operations. Visit the SEI Family Office Services website.

  • 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.

Wealth and Asset Managers