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Wealth Management Operations Outsourcing

Simplify operations so you can focus on your main mission – serving clients and growing your business.

Reimagine your strategic vision

Then turn it into a reality 

Today, wealth management firms like yours face mounting profitability pressures, changing regulatory requirements, expanding product lines, and increasingly savvy clients. To meet these challenges and gain a competitive edge, it’s time re-imagine your wealth management business model and reinvent the entire value chain.  

Put customer experience and convenience at the center of your strategy and build a business model that blends vision with operational integration and capital allocation. 

As a long-standing, trusted partner in wealth management technology solutions and unparalleled operational outsourcing expertise, we can help. 

Why outsource with SEI? 

Modernizing your technology, and hiring and training employees to enhance expertise is expensive and risky. And, there’s no guarantee that you’ll gain the growth and productivity you seek in the future. 

Wouldn’t you rather spend those resources on your main mission — serving existing clients and winning new ones to grow your revenue?

As an industry innovator for close to five decades, we have continually assessed evolving market trends. Long ago, we identified an opportunity to deliver outsourcing services in addition to our technology solutions — both are designed to allow our clients to fundamentally restructure their operational expense base and lower their corporate risk profile. We provide the tools and services you need to streamline your wealth management infrastructure so you can focus on what’s most important to you — your employees and clients.  

We are the first — and only — firm to consistently own the core technology and employ the people and services to run the back-office operations on behalf of our wealth management clients

A trusted strategic partner that enables growth, now and into the future. 

We’re a company deeply rooted in reinvention. For nearly five decades, we‘ve been a pioneer in the wealth management industry through constant innovation, technology automation and outsourcing services. 

In fact, more than 25 years ago, we became the first — and to this day we remain the only — firm to consistently own the core technology and employ the people and services to run the back-office operations on behalf of our wealth management clients. And, we don’t just provide these services to your business, we use them for our own business, too.  

Over the years, we have become one of the largest investment processing outsourcers in the world:

  • More than 120 U.S. private bank and trust company business process outsourcing (BPO) relationships
  • More than 650,000 U.S. trust, IRA, employee benefit, institutional and general investment accounts
  • $638 billion in U.S. and global custody
  • 770+ employees

Our comprehensive business process outsourcing (BPO) solution integrates people, processes, and technology. This total solution goes beyond data center management and application development, like traditional Software as a Service business models. It handles the back-office operational processes associated with marketable securities.  We rely on our wholly owned subsidiary SEI Private Trust Company (SPTC) to perform these activities. The SPTC is federally chartered and regulated by the OCC, and is authorized to engage in fiduciary and custodial services.

As an owner and operator of our next generation, cutting edge solution, the SEI Wealth Platform, we use our own technology to process your business. when you partner with us, your clients, employees and partners have access to the same technology being used to run your business. This provides a level of consistency and transparency that is unparalleled in the industry today.  

Accountable to Deliver

Read Bob Miller's story

Discover how outsourcing the back office to SEI helped one client maintain their current success while simultaneously positioning them for future growth.

Read the case study

We’re committed to world-class operations outsourcing excellence 

When we began, our commitment to operations outsourcing was driven by our longtime vision of what wealth management would need as the industry grew up and began operating in a volatile, increasingly competitive, highly regulated, global environment. Today, the SEI Private Trust Company provides:

  • Governance framework to ensure your operations remain efficient while minimizing risk
  • Global data controls that enable accurate and reliable trades and settlements
  • Operations transition services to ensure a seamless transition to SEI for account, custody and cash data migrations
  • Project management office that provides project management services for a variety of large and small scale projects
  • Process engineers that work tirelessly so that the entire back office runs as efficiently as possible

The SEI Wealth Platform

Discover the power of integrating technology, operations outsourcing and asset management in one solution; see the definition of a true strategic partner; and take a tour of our executive dashboards.

Learn more

Speak with an Expert

Find out how our end-to-end platform can help you create enterprise-level change.

Contact Us