50+ Years In wealth management technology

Flexibility is not an option; it's a necessity

Insurance companies come in many sizes, but all are vulnerable to economic variability and increased regulation. Shifts in the economy might require consolidation or a new partnership with a trust company, RIA or broker-dealer. Staying on top of risk management through changing vendors, partners and mergers is an ever-present concern. The flexibility to accommodate change is a necessity.

30+ Years In wealth management operations

The SEI Wealth PlatformSM is an integrated, unified and comprehensive solution built to accommodate future growth, scale and broadening product lines. It’s a combination of technology, operations and asset management from an experienced, financially sound and dedicated partner, who: 

  • Takes time to deeply understand your business and where it needs to go in the future
  • Builds a flexible solution that’s both scalable and stable, to meet your varied and changing needs

And with more than 50 years in the wealth management business, our credibility helps build yours.

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