FINANCIAL ADVISORS

Banking & Institutional Services

Diversify your practice with value-added services.

SEI's Banking and Institutional Services are a win-win for you and your clients. You’ll broaden the scope of your offerings, enhance your profitability and exceed your clients’ expectations with:    

  • Institutional services, including defined benefit and contribution plans, endowments and foundations designed to tap the under-served market of small institutional investors with a range of solutions to help these clients meet their fiduciary responsibilities. We make it easy for you to be competitive in the defined benefit and defined contribution arenas.
  • Banking services -- flexible banking services and convenient lending products designed to deepen client relationships.* Your clients get greater flexibility and control over their money by linking banking, lending and bill paying to their investment accounts. You become their one-stop source for their everyday financial needs.

SEI Banking and Institutional Services give your clients more reasons to turn to you first.

*Banking services provided through The Bancorp Bank.

Services provided by SEI Investments Company, its wholly owned subsidiaries and non-affiliated third parties.