An end-to-end wealth processing and wealth management solution designed to manage evolving needs, operate seamlessly in global markets and drive efficiency throughout your business.
SEI Wealth Platform
A flexible scalable solution designed to help you deploy your capital more intelligently, eliminating complexity and manage risk.
Take a Tour of the SEI Interface
Stop guessing and start knowing. Gain a critical advantage through better wealth management enterprise intelligence and learn how a single, unified platform can transform your business.
Meet the Team
Our dedicated team of change management professionals—from a company with a proven track record of nearly 50 years and counting—are committed to your success. Meeting your goals is our priority.
2015 Futurewealth Report Series
This year’s 4-part series examines how the Futurewealthy engage with their relationship manager at their primary wealth management firm. Topics covered include contact strategy, operating model, standards and values.
SEI Private Banking UK Launches Leadership Development Programme
SEI announced today the expansion of its Associates Programme to the U.K. Private Banking business, the SEI business unit behind the SEI Wealth PlatformSM.
Wealth Advice Fees In State Of Transition: Fixed Fees Gaining Popularity
Recalibrating Value in Wealth, a report released today by SEI, Scorpio Partnership and NPG Wealth Management, uncovers that America’s next generation of wealthy require changes to how they pay for advisory services in the future.
SEI Reports Third-Quarter 2015 Financial Results
SEI Investments Company today announced financial results for the third-quarter 2015.