Whether you are a private client investment manager or an independent financial advisory firm, the business of wealth management is changing. You must meet the needs of digital-savvy customers and increased regulatory expectations, whilst keeping costs down and seizing opportunities for growth.
Customised for your firm, powered by the SEI Wealth PlatformSM.
Each wealth management business is unique. As a leading provider of technology and operational outsourcing services, with over 50 years’ experience collaborating with wealth management firms, we can help you build a customised, scalable solution to meet your needs—without sacrificing what made you successful.
Our solutions are built on the SEI Wealth Platform, a comprehensive, end-to-end solution that enables your firm to provide a modern and fully integrated wealth manager and end-client experience, so you can support front, middle, and back office services, all within a single infrastructure.
Integrating technology and operational outsourcing in one solution, the Platform was designed to manage complex and evolving needs, operate seamlessly in global markets and drive greater efficiency through your wealth management business.
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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.