Technology and operations solutions for wealth and asset managers
Looking for information on technology and operations solutions? We’ll help you get to the right part of our website.
Banks and broker-dealer advisors
Outsourced investment solutions to help you generate revenue and profitability.
No matter your business model, we’re focused on helping you better meet your clients’ goals, provide more meaningful advice, and spend more time growing your business.
What we do
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Investment philosophy and process
The strength of our global approach is rooted in active asset management, and tailored solutions backed by skilled manager research.
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Managed account solutions
Providing high-net-worth investors personalized advice and custom solutions through our trust accounting platforms.
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Tax management
Our tax-efficient investment strategies help your clients keep more of what they make.
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Investment strategies
Mutual fund and ETF strategies that utilize multiple asset classes to meet a variety of short- and long-term goals.
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Mutual funds
Can be an important part of a diversified portfolio to help your clients focus on specific objectives including inflation, income, and accumulation.
Who we serve
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Banks
We work with a variety of community, regional, multi-national, and global banks to help them focus on developing flexible, customizable solutions that can enhance the client experience.
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Broker-dealers
We focus on helping our broker-dealer home offices and their advisors grow through differentiated investment offerings and practice management services.
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Registered investment advisors (RIAs)
We aim to provide targeted investment solutions to help large RIAs grow, differentiate, and concentrate on building client relationships.
Important Information:
Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company (SEI).
Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.