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What we do

Wealth management technology and operations

Powering the future of wealth. Transform your business with the SEI Wealth Platform.

From the front to back office, we provide technology and services to help wealth managers grow, make confident decisions, and transform for the future. 

The SEI Wealth PlatformSM (the Platform) is a comprehensive end-to-end solution, designed to manage evolving needs, operate seamlessly in global markets, and drive efficiency throughout your business. 

Revolutionise how you manage and grow

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. 

The Platform delivers integrated operations and technology to helps drive growth. Our open-architecture approach and cloud expertise enable data sharing and integrated workflows. Robust dashboards and customisable reporting provide a full view of your clients’ wealth and your business.

Powering the future of wealth

We help our wealth management clients take their business to the next level. Learn more about how we are enabling break through change.

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Embrace change and protect the future of your business 

We know the wealth management industry is changing rapidly. Our Business Transformation Process identifies the distinct requirements and objectives of your firm and we have significant experience of delivering on time and on budget.

The Platform can provide a predictable and transparent cost structure with the ability to scale, enabling you to make strategic investments in your future. Increased automation and straight-through processing helps minimise risk, and regulatory support services help our clients ensure compliance with the latest regulations. 

Learn more about our solutions

  • Explore our client stories

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

  • Portfolio Manager Experience (PME)

    Streamline the portfolio management experience with infrastructure that supports investment managers throughout the client lifecycle.

Rethink what’s possible for your business

Speak to a member of the team to discover how a strategic partnership with SEI could be the right fit for your business.

Contact us

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.  

What we do