Proactive, high-touch client experience.

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Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence.

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Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.

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We help our clients across financial services make confident decisions and power growth.

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Feedback from our OCIO clients.

96%

are likely to recommend SEI to another colleague or firm.*

98%

are satisfied or very satisfied with SEI.*

97%

are satisfied or very satisfied with their Client Portfolio Manager*

Our client portfolio managers explain how we deliver an outstanding client experience.

Education first.

Our commitment to continuous education ensures your team stays ahead. Watch video to learn more.

Valuing all stakeholders.

Our process is designed to include perspectives from all the various members of your team, so no voice goes unheard and no challenge goes unaddressed. Watch video to learn more.

Proactive, not reactive.

Proactive communication and transparency, especially during challenging times, can have a significant impact on your results. Watch video to learn more.

What our clients say about us.^

“Our client portfolio manager is outstanding, knowledgeable, professional, and has a passion for our work.”

Nonprofit client since 2018

“Our client portfolio manager is absolutely incredible with his knowledge and ability to help answer any questions that I have.”

DB client since 2006

“Our client portfolio manager does a great job of anticipating the committees' needs and responding to questions.”

DB client since 2016

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*Results from SEI’s 2023 Institutional Client Satisfaction Survey of 1,250 North American contacts from all SEI clients as of June 1, 2021. There were 252 responses collected from June 28 through August 9, 2023. Clients were not compensated for participating in the survey.

^Client testimonials were collected from SEI’s 2022 Institutional Client Onboarding Survey and 2023 Institutional Client Satisfaction Survey. The onboarding survey was launched to 67 North American client contacts and data was collected from November 17 through December 20, 2022. The client satisfaction survey was launched to 1,250 North American client contacts and data was collected from June 28 through August 9, 2023. Clients were not compensated for participating in the survey. Quotes are from existing clients that have had a relationship with SEI for 1 to 31 years.