Large RIAs

You’ve built a thriving business and a strong community with your clients. As you continue to grow, streamlining your business processes while protecting your reputation is paramount to creating resilience and taking your business to the next level. 

As a leading provider and pioneer of wealth management technology and operational outsourcing services for wealth managers, family offices, independent financial advisors, asset managers, and banks of all sizes, we can help you build a customized, scalable solution to meet your unique needs without sacrificing what made you successful.

life cycle managementRIA wealth management platform solutions

Create flexible business processes across your entire client journey with modern wealth advisor, portfolio manager, administrator and digital client experiences—all connected by automated workflows and smart integrations in a unified data architecture, powered by the SEI Wealth PlatformSM.

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softwareFamily office technology and services

From a foundation of family wealth accounting and data aggregation, we help you deliver financial reporting, expense management, and partnership administration services in a scalable, unique service offering designed to meet the needs of your most complex clients.

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accountingPartnerships and private fund administration

Whether you manage one investment partnership, or dozens of private, alternative or pooled funds, we offer a suite of services tailored to the complex needs of RIAs so you can reduce your administrative burden and streamline operations. 

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shieldComprehensive cybersecurity services

Move beyond managed services. Protect your RIA business, your clients and your reputation from multiple threat vectors with a cybersecurity program designed for financial firms that can grow and scale with your business.

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Legal Note

Services provided by SEI and its subsidiaries and affiliates.

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