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.
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 platformLearn More