The SEI Wealth Platform

At the center of Wealth Processing Services lies the SEI Wealth Platform, an integrated offering that provides wealth management organizations the infrastructure, operations and administrative support necessary to deliver their strategic objectives in a constantly shifting market.

Platform Capabilities

Client Management Services

  • Enrollment -- Account Opening, Document Management, and Portfolio Transfer
  • Cash Services
  • Information Delivery -- Statements and Tax Packages, Advices, and Client Website

Portfolio Management Services

  • Portfolio Strategy Management including Portfolio Aggregation Services
  • Brokerage
  • Portfolio & Account Monitoring Services
  • Investment Performance Reporting
  • Client Reporting

Processing Services

  • Asset Services
  • Fees and Commissions
  • Corporate Actions
  • Cash Management
  • Reconciliation
  • Settlement
  • Custody Services
  • Institutional Services – Employee Benefit Reporting, Retirement Benefit Payment Services, Extended Mutual Fund Trading Services

Infrastructure Management Services

  • Business Continuity Services
  • Corporate IT Advisory Services
  • Hosting Services and Information Security
  • Maintenance and Development
  • Production Services
  • System Administration

Business Management Services

  • Professional Services & Project Management
  • Information Delivery – Compliance and Regulatory and Management Reporting
  • Outsourcing Governance

With ongoing investment, we are continually expanding capabilities. Learn more about how working with us makes a difference.