Drive sustainable business growth and improve operating efficiencies

Profitable growth requires the operational flexibility to adapt to changing markets and scale efficiently. By taking a more strategic approach towards technology and operations, enterprise RIA firms like yours can deliver more meaningful client experiences, reduce risk and build scale more effectively.

Deliver exceptional client experiences at scale

When you have unique clients with diverse and often complex wealth needs, a one-size-fits-all approach simply won’t do. Manual workarounds can hinder your ability to respond to clients’ requests quickly and accurately. The SEI Wealth Platform’s automated workflows are derived from a single database and function throughout the entire client life cycle. That allows you to eliminate manual workarounds and the need for duplicate data entry points while enabling you to create tailored solutions, experiences, portfolios and reporting more efficiently so you can focus on your core objectives – building client relationships and growing your business.

Client Life Cycle

With straight through processing and open architecture in a modern, single infrastructure, SEI’s Enterprise Wealth Management Services, powered by the SEI Wealth Platform, enables you to:

  • Simplify your current infrastructure by reducing the number of third-party applications, excel spreadsheets and vendor relationships
  • Streamline and systematize prospecting, onboarding and portfolio management processes for greater consistency and accuracy throughout the entire client lifecycle
  • Satisfy client demands and exceed expectations with automated yet tailored client reporting, including access to a fully configurable, branded client website and mobile application with customizable views of your client’s account information
  • Achieve sustainable, profitable growth with a 50+ year industry-leading wealth management platform provider and modern, web-based technology designed to help you grow and protect revenue, control costs, manage risk and allocate capital more effectively

Differentiate your firm and gain a competitive advantage

Built for the long term, our unified technology combined with expert operational support empowers our clients to more successfully navigate changing markets and meet clients’ evolving needs for decades to come. 

Take a Platform Tour

Experience the power of the SEI Wealth Platform across your entire enterprise. Explore the executive dashboards, including views for CEOs, COOs, advisors, risk and compliance officers, investment managers and end clients.

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