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Banks and Wealth Management Firms

For almost 50 years, we’ve been a technology partner for banks and wealth management firms of all sizes. And for 30 of those years, we’ve provided reliable wealth management operations services to those partners.

79 percent of our clients have had a relationship with SEI for more than 10 years.

Maybe you’re a respected community bank building strong advisor-to-client relationships; an independent trust company working hard to win and keep business; an insurance company that needs flexibility to accommodate changing market conditions and growth; a regional bank with a sharp eye on your cost structure; or a large multi-national bank with international risk management and regulatory responsibilities – or maybe your business is somewhere in between. Regardless of your size, you’re probably concerned about enterprise gains, managing your capital, resource allocation, security, legacy technology and most importantly, your client experience. 

45 Percent of our clients have had a relationship with SEI for 20 or more years.

We partner with you to deeply understand your business and tailor the right solution for you – one that can address all the steps in your business’s value chain to yield a dramatically improved advisor and client experience that empowers both.

We do it through our experience in providing outsourced investment processing operations and the SEI Wealth PlatformSM, a unified, modern and fully-integrated platform designed for gains in enterprise efficiency— with powerful tools for your advisors, and back and middle office functions, and an open architecture that allows you to grow.