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Technology and operations solutions for wealth and asset managers

Platforms and operations solutions to enable wealth and asset managers to stay ahead of change and grow confidently.

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.

  • Fund administration

    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.

  • Regulatory services

    Global regulatory compliance services and reporting for investment managers and institutions.

  • Asset management

    Outsourced investment solutions to help you generate revenue and profitability. Visit our asset management section.

Who we serve

  • Asset managers

    The advanced operational infrastructure for asset managers, owners and investment organizations to evolve and compete in a landscape of escalating business challenges.

  • Private banks

    Fully integrated front-, middle-, and back-office services for private banks of all sizes, allowing you to operate seamlessly across multiple markets.

  • Family offices

    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.

  • Insurance companies

    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.