SEI Wealth Platform
Take your business in a new direction
Our customized 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
The SEI Wealth PlatformSM was built on a foundation of 40 years of experience working with wealth management organizations of all sizes.
- Wealth Processing Services – An enriched client experience and differentiated offering enabling a single, consistent client process across multiple lines of business.
- Wealth Management Services – Enablement of client-centric solutions delivered through goals-based processes and tools, implemented through guided open architecture.
- Business Relationship Services – Business advice and change management processes.
To learn how SEI can help you meet your changing needs, call +1 (866) SEI-4080 or email SEIWealthPlatform@seic.com.