You’re a trusted resource in your community, and it can sometimes be difficult to stand out among the larger banks down the street. And in today’s world, that’s not necessarily your top, or only competition; everyone seems to be getting into the wealth management business. Outsourcing to us lets you leverage our expertise as your own — and build you into a strong player with:

  • Streamlined vendor management
  • A completely unified solution
  • The technology and human capital you need to support your staff — and your community
  • Scale to spread out compliance costs
  • Easier regulatory and risk management 
  • Support and modern tools to dramatically improve your advisor and end-client experience
Knowledge Center The Case for Change Reinvent the relationship between customer value, growth and profitability. Find ways to increase efficiency through better use of people, process and technology.

We’ll work together with you to understand your business and create a solution that’s right for your bank — because no two community banks are the same.

Our credibility helps build yours, with more than 50 years experience in wealth management technology and more than 30 years experience in wealth management operations.

SEI Wealth Platform

The future is here.

Built from the ground up, the SEI Wealth Platform is truly an end-to-end solution — a modern, fully-integrated, single infrastructure solution that supports front-, middle-, and back-office services.

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Image: Art at SEI Headquarters