Technology and operations.

Global wealth management and advisor technology

Built to simplify complex and evolving needs, our SEI Wealth Platform℠ integrates technology, operations, and asset management.

CUSTOM SOLUTIONS FOR:

• Financial advisors
• Banks and wealth managers

Custody

Confidence begins with a strong custodial foundation designed to focus on accountability, safety, and security.

CUSTOM SOLUTIONS FOR:

• Financial advisors

Business process outsourcing

A robust business solution for your back-office operational processes, our outsourced services are built for transparency and integrated with the SEI Wealth Platform to unify, streamline, and scale your enterprise.

CUSTOM SOLUTIONS FOR:

• Banks and wealth managers

Fund accounting, administration, and operations

Middle- and back-office fund services are integrated with our advanced technology to help you stay competitive and evolve your business with confidence.

• Asset Managers: Fund administration
• Asset managers: Investment manager technologies
• Asset managers: Operations outsourcing

Regulatory and compliance services

Global fund compliance and reporting tracked from a single, comprehensive investment management platform, so you can stay ahead of the curve, increase transparency, and reduce risk.

CUSTOM SOLUTIONS FOR:

• Asset managers

Data, analytics, and information management

Empower your business or investment teams with connected data, advanced analytics, and scalable infrastructure—without the complexity of traditional systems.

CUSTOM SOLUTIONS FOR:

• Institutional investors
• Banks and wealth managers

Professional services

Specialized technical, wealth management, and business growth expertise to help empower your firm to grow more effectively.

CUSTOM SOLUTIONS FOR:

• Banks and wealth managers
• Financial advisors

Network operations, cloud, and cybersecurity services

We help our clients build and maintain a secure technology foundation with a connected, end-to-end cybersecurity platform, network operations, and a scalable cloud environment.

CUSTOM SOLUTIONS FOR:

• Discover SEI Sphere