Working With Us

A New Kind of Partner

Each new client partner relationship begins a unique, collaborative journey.  The process begins with understanding your unique needs and evolves into a new kind of working relationship in the service of your customers.

We provide more than simply investment processing, operating processes and investment products. Through the SEI Wealth Platform, we help private banks, trust institutions and independent financial advisors transform their businesses in ways that are designed to improve business results today, while preparing for tomorrow.

Using our relationship management model, our professional services teams help you:

  • Grow your business
  • Keep pace with a rapidly changing wealth management industry

Our Philosophy
Client collaborations should be strategic, practical and customized for the unique needs of your business.

Business Discovery
We can help you identify the improvement opportunities that make sense for your firm, then work with you to systematically implement the needed changes.

Client Partner Comments
We’re proud of what we’ve accomplished with our client partners.  Read what industry professionals like you have to say about working with SEI.

To learn how SEI can help meet your unique needs, call +1 (866) SEI-4080 or email