Simplify Your Operations

Dealing with multiple technology systems, managing operations, and working with numerous custodians and investment providers can be time consuming. You need a solution that fits your RIA firm and your investment philosophy.

Knowledge Center Conversations with Our Advisor Clients Our advisor clients tell us what matters most about running their business

We provide RIAs with a business solution that's powered by the SEI Wealth PlatformSM , seamlessly pulling together the tools you need. 

  • Flexible, open architecture investment solutions
  • Integrated front office tools with household views and powerful client review tools
  • Comprehensive administration, including automatic rebalancing, consolidated performance reporting and custody
  • Extensive practice management services

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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Are you a large RIA firm looking for a scalable, enterprise technology solution?

Learn more about our comprehensive, end-to-end wealth management platform designed to help you achieve profitable growth more efficiently.

Enterprise Technology Solutions