Modern, fully integrated wealth management technology and operations solutions powered by the SEI Wealth PlatformSM.
Prepare your business for the future with SEI. Our technology and operations outsourcing solutions can be designed to fit your firm’s complex, unique and shifting needs—all connected by a centralized data infrastructure.
What we do
We work with you to design and build the specific solution you need leveraging the full power of our corporate-wide technology and expertise.
Wealth management technology and operations
With the right technologies, expertise, and thoughtful systems design, forward-looking managers can turn their back office into a competitive advantage.
Investment manager technologies
Proprietary and industry-best technologies combined with our team of experts to provide a truly high level experience to your end clients.
Investment operations outsourcing (middle office)
Outsourcing middle office services allows you to focus on your core business and improve operational performance.
Global regulatory compliance services and reporting for investment managers and institutions.
Outsourced investment solutions to help you generate revenue and profitability. Visit our asset management section.
Who we serve
The advanced operational infrastructure for asset managers, owners and investment organizations to evolve and compete in a landscape of escalating business challenges.
Fully integrated front-, middle-, and back-office services for private banks of all sizes, allowing you to operate seamlessly across multiple markets.
Services and solutions designed to handle sophisticated accounting, investment data aggregation, and financial reporting operations.
Independent trust companies
Gain the advantages of a large, connected enterprise with our unified and comprehensive technology, operations and asset management solution.
Leverage the power of a single, unified and flexible wealth management platform so you can grow, evolve and keep up with changing economic realities.
Services provided by SEI through its affiliates and subsidiaries.
*As of Dec. 31, 2022, through TRUST 3000 and SWP, SEI has significant relationships with trust departments from 10 of the 20 largest U.S. banks.
**Based on Pensions & Investments' "Largest Money Managers" 2021 ranking.