SEI Wealth Platform
Take your business in a new direction
Our customised services help you enrich client relationships while adding capital value to your business by:
- Supporting a recurring revenue growth model
- Creating cost-effective risk management
- Enabling resource and capital redeployment
We embrace a single process that directs your relationship with your clients and our relationship with you. The SEI Wealth Platform was built on this foundation.
- Wealth Processing Services – An enriched client experience and differentiated offering using a single, consistent client process.
- Wealth Management Services – Client-centred services rooted in a goals-based investment approach with a Manager of Managers implementation.
- Business Relationship Services – Business advice and change management processes