Our Proven Approach

For more than 35 years, SEI has served financial institutions by helping to manage their investment processing needs. We continue to put a unique and proven combination of people, processes and technology toward delivering reliable and scalable solutions for our clients.

Comprehensive Solutions

  • SEI offers the leading application service provider model to meet your investment processing needs. Our ASP model provides a single, open and tightly integrated platform with breadth and depth of functionality:
    • A dedicated relationship team to support your business
    • Centralized data center management
    • Disciplined application development
    • Selective operational outsourcing
  • Constant reevaluation of your solutions and systems as your business changes ensure:
    • Scalable solutions that keep pace with your growing business
    • Ongoing addition of new products to meet the ever-changing needs of your clients
    • Effective incorporation of feedback from our active client users’ group


SEI's ASP solution includes solutions in the areas of:

  • Investment Processing
  • Trading Services
  • Portfolio Management
  • Administrative Workstation
  • Client Reporting
  • Internet Account Access
  • Open Architecture Tools
  • Service Delivery