Focus on the client
If your advisor business is like most, your clients and their unique needs are the core focus of your business. And independent advisors are at the core of the solutions we provide. We focus on getting you more time for the things you really love, while helping you achieve your own business goals.
Independent advisors often mention the sense of purpose and passion that goes with getting to know clients well, building enduring relationships, and helping families build strong financial futures.
Integrated, easy-to-use solutions for independent advisors
We serve independent advisors – both RIAs and BD affiliated advisors. Our practice management, operational and investment services are designed to meet your individual business needs, while the SEI Wealth PlatformSM is designed to save you time and give you options – so you can focus on your clients.
Investment, practice management, administrative service and technology for every stage of your business
- Flexible investment solutions that support a goals-based approach to client service
- Administrative and support services for you and your clients
- A comprehensive open architecture technology platform designed to support different business models and needs
- A trusted practice management partner to help you save time and deepen your client relationships, supporting you at every stage of your business’ growth cycle