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What we do

Advisor technology

A connected platform that's flexible for your business.

Focus less on operations and more on your clients.

Access advisor technology that is tightly integrated with our custody platform to connect with clients in more meaningful ways, enhancing your scale and value.

Your tech stack doesn't have to be a puzzle.

See how our platform can connect you to the many facets of your business.1

Build;Investment research;Portfolio and model construction;Portfolio analysis;Risk profiling;Proposal generation; Engage;Investor portal and mobile app;Account aggregation;Document vault and management;Client and performance reporting; Onboard;Digital account open;Enrollment automation;Forms library;Funding/ACATs; Manage;Model management and trading;Compliance tools*;Model delivery;Tax management;Fees and billing; The connected platform.; Yourtech.;

Flexible, integrated, and easy to use.

Who we integrate with

View the 30+ integration relationships we have to help provide you with a more seamless experience. 


Schedule a demo.

We believe that technology shouldn't just create efficiencies—it should pave the way for you to have deeper relationships with clients, provide a highly personal level of service, and deliver customized solutions to help investors face the future bravely.

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1Capabilities shown are all a part of the SEI Advisor technology offering. You may or may not have access to all capabilities. 

*Services described may be provided by SEI and or its subsidiaries. 

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

This information is proprietary to SEI and available for your personal viewing only and may not be copied or redistributed without receiving prior written permission.

Neither SEI nor its subsidiaries provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. 

Financial advisors who utilize SEI solutions are not affiliated with SEI or its subsidiaries. 

Investing involves risk including possible loss of principal.

Third-party technology solutions

SEI does not endorse the use of any of the products mentioned herein. Financial advisors should always check with their firm's compliance department before implementing any new technology solutions.

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