Powering the future of your business.
Outsourced technology, operations, and investment solutions to help wealth management firms power growth.
What we do.
We help banks, wealth managers, and independent trust companies unify their business, reduce friction, and deliver on client goals.
-
Global wealth management technology and operations
Modern, fully integrated wealth management technology and outsourced operations solutions to streamline your business—all powered by the SEI Wealth Platform℠.
-
Investment solutions
Seamlessly deliver curated investment strategies designed to help you build portfolios tailored to client goals, risk profiles, and preferences.
-
Professional services
Expert consulting, technology and operations infrastructure support, and strategic guidance to help you streamline your operations, drive growth, and scale your business more efficiently.
-
Data, analytics, and information management
SEI Data Cloud is a fully managed data platform that provides seamless access to near real-time data and advanced analytics, so you can quickly act on insights.
-
Managed IT services
Comprehensive offerings that strengthen cybersecurity, enhance network operations, and scale cloud infrastructure.
Insights you can leverage.
Connect with us.
See how we can customize solutions for your organization.
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.