Banks and wealth managers
Gain the advantages of a large, connected enterprise with our unified and comprehensive technology, operations, and asset management solution.
Fiduciary responsibilities are your primary concern—that means managing business and personal risk, and ensuring that your business is competitive in the marketplace and efficient.
If you don’t have a large enterprise behind you, it can be challenging to get the right mix of resources working in the right areas. Small operational inefficiencies can add up to greater risk, obstruct growth, and ultimately, can impact client satisfaction.
With the SEI Wealth PlatformSM, you gain many of the advantages of a large, connected enterprise to your independent business, like:
Services provided by SEI through its affiliates and subsidiaries.