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
