Wealth works better when it’s connected.

SEI delivers investment solutions designed to support how banks and wealth managers serve clients across the entire lifecycle. Our asset management services provide access to a broad range of active investment capabilities, supported by disciplined research, portfolio construction, and risk management, so firms can offer relevant, outcome-oriented solutions aligned to diverse client needs.

Integrated within SEI’s connected ecosystem, our investment solutions are designed to work seamlessly with your technology and operations. This connection enables better insight, consistency, and efficiency, helping advisors stay focused on client objectives while maintaining the governance, oversight, and flexibility required to evolve with changing market conditions.

Learn more about our investment solutions for wealth managers.

SEI’s Professional Services help banks and wealth managers turn strategic priorities into execution across technology, operations, data, and organizational change. Our teams deliver hands-on expertise through services such as systems integration, application development, data cloud and analytics, workforce augmentation, and outsourced CTO support. Working as an extension of your team, SEI Professional Services combines deep wealth management domain expertise with practical execution experience. Whether supporting large-scale platform transformations or targeted workflow improvements, our approach is designed to modernize infrastructure, optimize workflows, and reduce operational friction, so firms can stay focused on delivering stronger experiences and outcomes for clients.

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The SEI Wealth Platform^SM is a fully integrated, end-to-end wealth management solution designed to power front-, middle-, and back-office services through a single, unified infrastructure.  The Platform helps firms reduce complexity, improve efficiency, and gain real-time visibility across the entire business. The Platform was designed to support growth, regulatory change, and evolving client expectations to help future-proof your business. 

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SEI delivers comprehensive wealth management operations outsourcing that combines technology, people, and process into a single, integrated operating model. Through our wholly owned subsidiary, SEI Private Trust Company (SPTC)—a federally chartered limited purpose savings association regulated by the OCC—SEI performs back‑office processing, custody, and fiduciary services on behalf of private banks and trust organizations. This model enables firms to fundamentally restructure their operational expense base while strengthening oversight, consistency, and control.

Built on the same proprietary platform SEI uses to run its own business, our operations outsourcing services support the full lifecycle of marketable securities processing. By pairing SPTC’s regulated trust and custody capabilities with SEI’s technology and deep operational expertise, banks and wealth managers can reduce complexity, manage risk more effectively, and scale with confidence, while staying focused on their clients and long-term strategic priorities.

Learn more about our operations outsourcing services for wealth managers. 

SEI Data Cloud provides banks and wealth managers with on‑demand access to near real‑time data and analytics through a fully managed, cloud‑based data platform. By unifying data from SEI systems and third‑party sources into a single, secure data layer, SEI Data Cloud creates a reliable source of truth that supports reporting, analytics, application development, and business decision‑making across the enterprise.

Built for scale and flexibility, SEI Data Cloud enables firms to automate data delivery and integrate data seamlessly via APIs, files, and cloud-based data marketplaces. With robust governance, encryption, and ongoing innovation managed by SEI, firms can focus less on infrastructure complexity and more on delivering informed, client-centric experiences powered by connected, actionable data.

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SEI Access™ brings alternative investments into the center of the wealth management experience. Through a fully integrated platform, banks and wealth managers can discover, evaluate, subscribe to, and custody alternative investments within a single, connected workflow, reducing friction across the entire lifecycle and creating a more consistent experience for advisors, operations teams, and clients.

By reducing operational complexity and connecting alternatives to the broader wealth ecosystem, SEI Access helps firms incorporate private investments more efficiently, so advisors can focus on delivering well-structured, client-aligned outcomes.

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SEI Sphere® provides enterprise‑grade IT infrastructure and cybersecurity services for banks and wealth managers operating in highly regulated environments. Its services span cloud, cybersecurity, network operations, and Microsoft 365, supporting secure, reliable, and scalable technology operations.

Designed for organizations facing relentless technology change, SEI Sphere focuses on secure infrastructure and operational resilience—helping reduce execution risk, protect the business during periods of stress, and maintain regulatory confidence. By modernizing technology without disruption, Sphere enables internal teams to shift effort away from maintaining systems and toward advancing long‑term business value.

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SEI LifeYield® helps banks and wealth managers deliver more tax‑aware outcomes by shifting the focus from individual accounts to the entire household. Through unified managed households and multi‑account overlay technology, SEI LifeYield enables advisors to evaluate asset location, tax harvesting, rebalancing, and withdrawal strategies across all accounts, with the goal of improving after‑tax returns and reducing tax drag in a coordinated, automated way. Integrated within SEI’s broader wealth ecosystem, SEI LifeYield combines advanced tax‑optimization technology with SEI’s longstanding investment expertise. 

SEI helps banks and wealth managers navigate change with clarity and confidence. Our change management services support firms through transformation initiatives by aligning structured methodologies, experienced practitioners, and practical execution, ensuring new capabilities are understood, adopted, and embedded into day-to-day operations.

SEI helps firms reduce disruption, accelerate time to value, and keep teams focused on delivering consistent, client-centered outcomes throughout periods of change.

Learn more about our change management capabilities.