Our technology integrations
See the third-party technologies we work with to help provide you with a seamless and personalized experience.
Alliances with third-party firms may provide advisors who use SEI with benefits such as discounts on technology and services.
Technology integrations
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios. The company works with hundreds of the top financial advisors, family offices, and large financial institutions globally.
Advisor360
Advisor360 is a leading innovator for the wealth management industry, delivering a deeply-integrated SaaS platform that unifies all the systems that broker-dealers, roll-up RIAs, and insurance firms and their advisors need to run their business more efficiently and support their clients more effectively.
AdvisorEngine
AdvisorEngine is a financial experience company. They work with forward-thinking financial firms and advisors to create personal, scientific, and beautiful experiences. Their wealth management technology platform operates at the forefront of the industry, applying smart automation to mission-critical advisor activities. Their team is made up of enterprise technologists, data scientists, product managers, designers, futurists, and business builders.
Advyzon
Advyzon is a complete technology solution that combines customizable performance reporting, flexible billing, client relationship management (CRM), configurable client portals, document storage, and business intelligence on a single, integrated platform. By providing most, if not all, of the technology a firm might need to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business.
Albridge
Albridge is a leading provider of enterprise data management solutions that deliver a single view of an investor's broad range of assets. Their proprietary technology consolidates and reconciles client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts, and more.
AppCrown
Founded in 2010, AppCrown is the App Company for wealth management firms to organize their business model for the digital future with powerfully integrated enterprise Apps to help you reach customers, streamline the business, and obtain seamless financial data aggregation and turnkey third party application integrations around the CRM.
AssetBook
AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting, and experienced technology consulting at an affordable price. They are a true business partner to your firm. This sort of relationship is unique in our industry.
Blueleaf
Blueleaf is a comprehensive platform for intelligently automating wealth management firms. Blueleaf combines reporting, rebalancing, client engagement, and billing into a system that's powerful, yet simple to run.
Broadridge Financial Solutions
Broadridge Data Aggregation and Reporting tool (formerly Investigo) receives files for thousands of providers and millions of client accounts daily. They provide data reconciliation, aggregation, and client reporting for the wealth management industry. Their desktop provides a 360-degree view of assets including advisory, brokerage, direct business, life insurance products, and retirement accounts, as well as held-away and proprietary sources.
CircleBlack
CircleBlack is a wealth technology company. They provide advisors an intuitive dashboard that centralizes all of their client and account data and then seamlessly integrates that data with advisors' other technology services. They also provide advisors' clients access to modern, mobile technology that allows them to be more connected with their advisors. And, through their Model Marketplace, they offer a better solution for advisors and institutional asset managers to work together.
DocuPace (jPass)
jaccomo's jCore solution provides a web-based operations platform that manages all aspects of compliance, commissions, workflow, and reporting for the financial services industry. In addition, they offer data integration with providers, including SEI.
Ebix SmartOffice
Ebix's SmartOffice CRM is a web-based, industry-specific financial advisor solution that ties together the diverse pieces of your business: people, process, and systems. With SmartOffice, your entire office can do business faster while building and maintaining strong client relationships that drive more business. Call them at 800-777-9188.
eMoney
At eMoney, they are changing the conversation surrounding financial planning to help people talk about money. As a leading provider of scalable wealth management solutions, they enable financial professionals, firms, and enterprises of all sizes to build stronger and more collaborative client relationships, streamline business operations, and drive revenue and growth.
Envestnet MoneyGuidePro
MoneyGuide is an industry leading financial planning software provider. They believe financial professionals need solutions, not obstacles, and that financial conversations are the foundation of a strong business model. Designed for advisors with the client in mind, MoneyGuide's robust goal-based financial planning solutions help advisors identify gaps, empower and engage clients, and help advisors build their story and have more effective conversations that motivate clients to take action. MoneyGuide integrates with over 200 industry leaders and consists of four dynamic configurations - MoneyGuideOne℠, MoneyGuidePro®, MoneyGuideElite℠, and MyBlocks℠.
Envestnet, Envestnet-Tamarac
Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Their mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Advisors leverage the Envestnet platform to grow their businesses and client relationships.
FactSet
FactSet provides solutions to investment professionals that span from idea generation, research, portfolio construction, reporting, and portfolio analysis. With FactSet, Financial Advisors will have access to a robust yet intuitive web-based platform that integrates each Advisor’s book of business and delivers unparalleled access and insights around portfolio holdings, global markets, as well as impactful news. Advisors will have seamless access to monitor and analyze portfolio performance and exposures as well as rich insights around portfolio holdings including coverage of equities, fixed income instruments, funds, ETFs, options, and much more.
Fi360
Fi360 empowers financial intermediaries to use the Prudent Practices to profitably gather, grow, and protect investors' assets with a fiduciary standard of care. Their training, technology, and analytics make implementing a prudent process for all clients easier at every step.
GenTech
In today's business environment, operating at optimal efficiency is paramount. Nexus helps RIA's and Broker Dealers automate tasks and notifications, leverage staff resources, increase incident response time, and optimize their current IT infrastructure. By having a software solution that focuses on operational efficiency, your organization can work smarter - increasing productivity, reducing costs, and streamlining processes. Nexus is a modular platform of products, allowing for rapid deployment, lower cost of ownership, and simpler IT maintenance.
GeoWealth
GeoWealth is a leading financial technology and turnkey asset management platform. Their customizable open-architecture platform and proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently.
Gresham Tech (Electra)
Electra provides post-trade operations workflow solutions and data services for reconciliation, trade matching, settlement notifications and wire processing, and client fee billing to global institutional buy-side firms. Asset managers, hedge funds, fund administrators, and outsourced service providers use Electra solutions across their middle and back offices to reduce and manage risk start to finish, improve operational efficiencies, accelerate fee billing and revenues, and enhance counterparty and investor experiences.
IncomeConductor
IncomeConductor was launched in 2017 by a team of advisors with decades of experience in the retirement marketplace. Their understanding of the day-to-day challenges financial professionals face and what they need to succeed helped design and build a proprietary, time-segmented, online retirement income management tool that empowers advisors, firms, and their clients to plan for retirement more simply, more accurately, and more reliably.
Morningstar ByAllAccounts
They aggregate the data from a diverse wealth of sources, transforming disparate data into its most usable form. With Morningstar ByAllAccounts, clients increase visibility into their holdings, spending habits, and cash flows, empowering them to have better informed conversations with their financial advisors.
Morningstar Office Cloud
Streamline your workflow with portfolio and practice management software, which brings together all the tools you need to cover your business needs: billing, performance reporting, back office services, rebalancing, account aggregation, and a client web portal. Build personalized portfolios or customize models from a variety of asset management firms, then weigh them against the full extent of their analytics and independent research with Model Marketplace.
Orion
Orion Advisor Tech exists to help fiduciary minded advisors realize their unique vision for success. Their innovative technology includes client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring, all aimed at empowering advisors to improve their firm's productivity, strengthen client relationships, and disrupt traditional ways of thinking. They have the experience and expertise necessary to help advisors grow and win more than their fair share. For more information, please visit www.orion.com or follow news and insights via their blog.
Panoramix
Panoramix is a billing and performance reporting system for financial advisors. Focusing primarily on billing and reporting helps to provide some of the best value in the industry.
Redtail
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions, Redtail Speak, paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications, and integrating with many of the industry's most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia.
RIA in a Box
RIA in a Box is a leading provider of compliance software to the wealth management industry. Launched in 2005, RIA in a Box is led by Will Bressman and GJ King who transformed the business into the market leading SaaS-based compliance solution focused on the RIA industry. RIAs of varying size use the platform to increase compliance workflow efficiency and to automate regulatory requirements.
RightCapital
An innovative financial planning solution that enables you to present a plan your clients can actually understand. Their intuitive user interface makes your job easier, giving you flexibility to build both cashflow based plans or goals based plans. RightCapital's platform supports the needs of people across the generations. Explore their modules that provide retirement planning, Social Security and Medicare strategies, budgeting and debt management, digital onboarding, account aggregation, tax efficient distribution strategies, client portal and mobile app access, along with deep integrations with many other technologies. Schedule a quick demo today to see how RightCapital can help you do more planning in less time.
SEI Advisor Center Desktop
SEI Advisor Center users can access their data in a standard format to upload into one of the following platforms: Advisor Assistant - https://advisorsassistant.com; AssetBook - https://www.assetbook.com; Morningstar Office - https://www.morningstar.com; or Portfolio Center Cloud - https://tamaracpc.com.
Skience
Skience delivers innovative digital strategies and solutions that transform businesses. Skience offers advisory and CRM implementation services within the Salesforce ecosystem, as well as an industry-leading, enterprise-class digital platform for broker-dealers and RIAs that provides wealth managers an efficient way to unify their technology, increase back-office and advisor productivity, and set the stage for a great client experience.
SS&C | Black Diamond
The SS&C Black Diamond® Wealth Platform is a cloud-native solution from SS&C Advent. Designed to meet the complex business needs of wealth management professionals and their clients, Black Diamond provides firms of all sizes and structures with exceptional service, performance reporting, portfolio rebalancing, an immersive client portal, and connects to an ecosystem of smart integrations.
SS&C | Evare
SS&C Evare is a unique investment data aggregation service that gathers all of your external investment account data and delivers it to you in a single format, defined by you - the client, for seamless integration with any reconciliation, accounting, or other internal platforms. Their high-quality robust data starts with automated data connectivity to a vast network of direct data feeds from financial institutions worldwide. SS&C does the hard work gathering data for you, so you can focus on your core business, save time and money, and reduce operational risks.
StarCompliance
With over 20 years of industry expertise, StarCompliance is the world's leading provider of compliance software to the global financial industry. Their clients include asset managers, broker-dealers, private equity firms, insurance providers, investment banks, and diversified financial institutions located in more than 80 countries. Their scalable, easy-to-use STAR solutions provide a 360-degree view of employee and business activity to help firms monitor and reduce risk, meet regulatory obligations, gain efficiencies, and drive employee adoption.
Wealthbox
Wealthbox offers a CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. Wealthbox is owned by Starburst Labs, Inc.
Learn more about how our services can enhance your business.
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Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Integration services provided by SEI Global Services, Inc. (SGS). SGS is a wholly-owned subsidiary of SEI Investments Company (SEI). The information contained herein has been provided to SEI by unaffiliated third parties. SEI cannot guarantee the accuracy or completeness of the information and assumes no responsibility or liability for its incompleteness or inaccuracy. Opinions expressed by unaffiliated third parties are their own.
SEI does not endorse the use of any of the products mentioned herein. Please note the availability of certain features may be subject to the approval of your Firm or Firm's Home Office.
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