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Independent Advisor Technology

Our business solutions for independent advisors are powered by the SEI Wealth Platform for Advisors

The SEI Wealth Platform for Advisors

The SEI Wealth PlatformSM is 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

Flexible

  • 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

Easy-to-use

  • 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.

Ready to learn more?

We'll contact you with more information

Complete the form and we will reach out to you shortly. Or, give us a call at 888-734-2679 to speak with someone immediately.

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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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