SEI Wealth Platform tour

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What we do

Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence.

Technology and operations
Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.

Asset management
Connecting investors to what matters most, so they can achieve their goals and make confident decisions.

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Who we serve

We help our clients across financial services make confident decisions and power growth.

Asset managers

Banks and wealth managers

Families and individuals

Financial advisors

Institutional investors

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Insights

Insights
Perspectives and happenings from our leaders and experts.

Newsroom
The latest news and announcements.

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About us

Our story
Who we are, what we do, and how we do it.

Our commitment
Building brave futures through the power of connection.

Investor relations

Our leadership team

Newsroom

Locations

Careers

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See customized views of the SEI Wealth Platform^SM for key individuals within your firm as well as views for end clients. Gain actionable insights and see how a single, unified platform can transform your business.

Select your role

CEO
Revolutionize how you manage and grow.
COO
Streamline operations and increase efficiency.
Advisor
Exceed client expectations.
Compliance and risk officer
Reduce risk and improve compliance.
Investment manager
Create a better investment offering for clients.
End client
Provide a cutting-edge experience for your clients.

Services provided by SEI through its affiliates and subsidiaries.