Abbreviation
PB
SEI Wealth Platform Accreditation Program Curricula
SEI Wealth Platform Consultant Certification Program Curricula
A strategic partnership delivers integrated change management
Our partnership with Grant Thornton led to a strategic change management initiative as they adopted the SEI Wealth Platform.
Learn more about our certification program
Become an SEI Wealth Platform certified partner or an accredited client
Wealth management platform solutions for RIAs
When you partner with SEI, all of our wealth management technologies and solutions are built on a single data infrastructure, so you can streamline your business processes along the entire prospect to client lifecycle. Eliminate manual tasks and duplicate data entry points with our flexible wealth management platform solutions for RIAs.
Wealth management technology
Streamline your business with leading-edge technology through a single, unified wealth platform solution.
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