A time-tested platform with a tailored approach.
Implementation, redefined for regional and community banks.
At SEI, we understand that regional and community banks operate with distinct priorities—serving local communities, maintaining trusted relationships, and driving growth with finite resources. From margin compression and regulatory complexities to rising client expectations and technological shifts, today’s wealth management landscape is demanding.
That’s why we’ve reimagined how we deliver our wealth management platform—offering flexible implementation and right-sized service models tailored to your business goals. The SEI Wealth PlatformSM offers a time-tested solution to help you meet today’s challenges while positioning your institution for long-term growth.
Whether your business model centers on trust services, investment management, or comprehensive wealth solutions, our focus remains the same: to help you deliver meaningful advice, meet evolving client expectations, and grow your business efficiently.
Built-in investment expertise.
And you don’t have to go it alone. The Platform gives your institution direct access to SEI’s professionally managed portfolios, model strategies, and curated funds—helping you offer competitive investment solutions without the overhead of building them in-house. Whether you want to outsource portfolio management or complement your existing capabilities, SEI’s asset management expertise is already built in—giving your advisors the tools to deliver sophisticated investment advice at scale.
One platform. One strategic partner. End-to-end integration.
Built from the ground up, the SEI Wealth Platform is a fully integrated, front-to-back solution designed to deliver a modern advisor and client experience. With technology, operations outsourcing, and investment solutions—all powered by SEI—the Platform simplifies your infrastructure—so you can spend less time managing complexity and more time growing relationships.
Engineered to scale, the SEI Wealth Platform supports the entire wealth management lifecycle—whether you’re managing $500 million or $50 billion in assets.
A smarter way to implement.
We know that time and resources are at a premium—especially for regional and community banks. That’s why we’ve developed an implementation model designed specifically for institutions looking to modernize without the burden of lengthy deployments—prioritizing speed, simplicity, and scalability, with minimal disruption to daily operations.
Backed by over 55 years of industry expertise, our process starts with proven best practices and is shaped by your institution’s specific goals. By leveraging SEI’s capabilities in trust accounting and wealth management, we help you build a stronger foundation for growth.
And as your needs evolve, so does our platform. With flexible add-on services and a future-ready architecture, SEI grows with you—on your terms.
Engineered for scale. Personalized for your institution.
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clients are live on the SEI Wealth Platform globally.
Partnering with SEI means gaining more than just technology; it means accessing a wealth of institutional knowledge, operational best practices, and a dedicated team committed to your success. Our experience enables us to anticipate the needs of our clients and offer flexible solutions that fit their unique business models. Whether your goals center on cost efficiency, operational transformation, or elevating the client experience, SEI provides the infrastructure, investment capabilities, and insight to help you thrive—today and as your business grows.
Connect with our team.
Services provided by SEI through its affiliates and subsidiaries. Data as of September 30, 2025.
For financial professional use only. Not for public distribution