Advisor technology

We believe financial advice is a human endeavor, and that the right technology can help you connect with your clients in more meaningful ways. It enhances and scales your value.

In addition to providing comprehensive back, middle, and front office support, our technology works in concert with your advice to complete the investor experience.

Flexible and comprehensive

It connects you with the tech you need. Use some or all of our extensive platform.

Exhaustive suite of many programs advisors use—our integrated strategic partners cover the rest
- Connect to Redtail CRM and MoneyGuidePro® financial planning program
Insight-filled wealth dashboards to help manage growth and risk
A models-based platform that empowers advisors to build sophisticated investment portfolios the way their clients want
Constantly-improving technology platform, regularly upgrading your ability to deliver advice

Expand this box for important information about these videos.

Samples provided for illustrative purposes only. This is not intended to constitute an investment recommendation, and is only intended to show the breadth of SEI's capabilities. It is important to consider many factors when determining an appropriate investment vehicle including, but not limited to, age, principal, risk tolerance, goals and objectives.

All client names and account data shown in this demo are sample names and data for the purposes of demonstration, and do not in any way represent actual account information, nor are they intended to suggest that these individuals are current or former SEI clients.

Fully integrated

It connects the software programs you need to each other.

Integrated custody-to-front office tech stack, all on one platform
One custodian, using SEI Private Trust Company
Increased efficiency with integrated workflows
Straight-through transactions with eSignatures and approvals

Expand this box for important information about these videos.

Samples provided for illustrative purposes only. This is not intended to constitute an investment recommendation, and is only intended to show the breadth of SEI's capabilities. It is important to consider many factors when determining an appropriate investment vehicle including, but not limited to, age, principal, risk tolerance, goals and objectives.

All client names and account data shown in this demo are sample names and data for the purposes of demonstration, and do not in any way represent actual account information, nor are they intended to suggest that these individuals are current or former SEI clients.

Easy-to-use

It connects you and your clients with tech that’s intuitive.

Comprehensive front-office tools on our platform from your tablet or in your office
- Digital account open, proposal generation, and model management tools
Broader household views of a client’s wealth, including assets held away with permission from end investors, allowing for potentially better tax management
On-demand reports

Expand this box for important information about these videos.

Samples provided for illustrative purposes only. This is not intended to constitute an investment recommendation, and is only intended to show the breadth of SEI's capabilities. It is important to consider many factors when determining an appropriate investment vehicle including, but not limited to, age, principal, risk tolerance, goals and objectives.

All client names and account data shown in this demo are sample names and data for the purposes of demonstration, and do not in any way represent actual account information, nor are they intended to suggest that these individuals are current or former SEI clients.

Experience led

It connects you with your clients by offering them a digital experience to complement your advice, completing the total Advice+ experience.

Our new customized investor experience will provide the following to new advisors and their clients later this year:

Personalized features that help you connect more with clients and prospects anytime from any device
Relationship-building experience gives you the ability to:
- Take a broader view of a client’s net worth, including non-SEI accounts
- See individual and household-level account information
- Add your firm’s logo and your contact information
- Share documents securely between you and your clients
- Invite prospects to sign up
- Message clients quickly and informally on built-in chat feature
Interactive, insight-rich charts and graphs

Expand this box for important information about these videos.

Samples provided for illustrative purposes only. This is not intended to constitute an investment recommendation, and is only intended to show the breadth of SEI's capabilities. It is important to consider many factors when determining an appropriate investment vehicle including, but not limited to, age, principal, risk tolerance, goals and objectives.

All client names and account data shown in this demo are sample names and data for the purposes of demonstration, and do not in any way represent actual account information, nor are they intended to suggest that these individuals are current or former SEI clients.

Power wealth.

See how our technology serves as your gateway to the Advice+ experience.

Schedule a demo

Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. Platform services provided by SEI Global Services, Inc. (SGS). SPTC and SGS are wholly owned subsidiaries of SEI Investments Company (SEI).

Third-party technology solutions

SEI does not endorse the use of any of the products mentioned herein. Always check with your firm's compliance department before implementing any new technology solutions.

Redtail and Envestnet/MoneyGuidePro® are not affiliated with SEI or its subsidiaries.

Wealth and asset managers

Banks and broker-dealer advisors

Advisor technology

Flexible and comprehensive

It connects you with the tech you need. Use some or all of our extensive platform.

Expand this box for important information about these videos.

Fully integrated

It connects the software programs you need to each other.

Expand this box for important information about these videos.

Easy-to-use

It connects you and your clients with tech that’s intuitive.

Expand this box for important information about these videos.

Experience led

It connects you with your clients by offering them a digital experience to complement your advice, completing the total Advice+ experience.

Expand this box for important information about these videos.

Power wealth.

What we do