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What we do

Wealth management technology and operations

Powering the future of wealth management with the SEI Wealth Platform.

We provide end-to-end wealth management technology and operations solutions to create efficiencies and lead your business into the future.

Wealth management firms of all kinds are at an inflection point. Against a backdrop of increased regulation and a more digitally demanding consumer, firms are facing increasing pressure to attract and retain the most valuable end clients. 

Complex situations require a unified solution

Built from the ground up, the SEI Wealth PlatformSM is a comprehensive end-to-end solution that enables your firm to provide a modern, fully integrated wealth manager and end-client experience. The Platform supports front, middle, and back office services all within a single infrastructure. 

Explore our client stories

We collaborate with our clients through a mixture of people, process and technology, to help them reach their unique goals.

Set the stage for superior client service

As a leading provider and pioneer of wealth management technology and operational outsourcing services for wealth managers—including private client investment managers, global and private banks and independent financial advisory firms—we can help you build a customised, scalable solution to meet your distinct needs, without sacrificing what made you successful. 

By partnering with us, you: 

  • Maximise your opportunities by giving you more time to focus on your business and your clients 
  • Minimise your cost by increasing your operational efficiency 
  • Manage risk by increasing automation and ensuring compliance with the latest regulations 

Interested in learning more?

Important Information

The material on this webpage is provided for informational purposes only, for intended recipients who are professional investors and is not for further distribution.

This information is issued and approved by SEI Investments (Europe) Ltd (“SIEL”) 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. 

SIEL is authorised and regulated by the Financial Conduct Authority in the United Kingdom. While considerable care has been taken to ensure the information contained within this webpage is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. 

The views and opinions on this webpage are of SIEL only, which are subject to change. They should not be construed as investment advice.

The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.