The SEI Wealth Platform for Advisors

The SEI Wealth PlatformSMis a flexible, easy-to-use system that incorporates the services you need to run your business.

Our comprehensive business solution is powered by this innovative technology platform, and offers a window into your business at SEI. So you can take back the time you need to focus on growing your firm — not your operations.

image: snapshot of the SEI Wealth Platform


  • View insight-filled dashboards to manage growth and risk
  • Link to Redtail CRM and MoneyGuidePro® financial planning program
  • Build sophisticated investment portfolios using a models-based platform


  • Access comprehensive front-office tools on our platform from your tablet or in your office
  • Manage a client’s total wealth with true household views, allowing for better tax management
  • Quickly generate on-demand reports

Truly integrated

  • Work with one custodian using the SEI Private Trust Company
  • Increase efficiency with integrated workflows
  • Facilitate straight-through transactions with eSignatures and approvals

New client website

  • Interactive charts and graphs
  • Individual account and household views
  • Mobile accessibility

Enhanced performance reporting

  • Daily performance
  • Account aggregation

No platform fees

  • No additional costs or fees for this technology platform when using all SEI-sponsored investments(SEI mutual funds and SEI Managed Account Solutions). Additional fees may apply on the level of client reporting selected, account aggregation and other services.

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Legal Note

Models may be provided by SEI Investments Management Corporation (SIMC).

Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. SIMC and SPTC are wholly owned subsidiary of SEI Investments Company.

A Flexible Solution for Independent Advisors

Helps you save time, increase revenue and differentiate your business

Easy-to-use wealth management tools and services for independent advisors — all on a flexible platform

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