Wealth management technology and operations
Regulation, consolidation, and increasing client expectations are putting pressure on wealth managers like never before. To keep pace with these rapidly evolving needs, firms continue to bolt on new systems and applications to existing legacy infrastructures.
Maintaining these disparate wealth management systems and multiple vendor relationships is an operational nightmare. Not only is it costly, it puts a serious strain on your team and increases risk, as disconnected technology is error prone. Ultimately, your ability to attract and retain top talent is hindered and your end-client relationships suffer.
A truly integrated wealth platform, built on a single data architecture, can make your employee and end-client experience a differentiator.
The decision to modernize your platform and consolidate your systems is significant. It starts with re-examining your profitability structure and rethinking your value proposition with a focus on creating a connected client experience. Aligning your technology strategy with your business objectives can give you the competitive advantage you need to attract and serve the next generation.
The SEI Wealth PlatformSM is a fully integrated, modern platform and provides a unified experience that powers the entire client lifecycle. Information can be shared seamlessly across the entire organization—from executive management to an advisor or portfolio manager to the end client—making your end-client experience a true differentiator.
We’re anything but new to the world of wealth management. For more than 55 years, our flagship processing and accounting system, TRUST 3000®, has been a leading wealth management solution in the market. And, we believe our next-generation SEI Wealth Platform, a fully integrated, single infrastructure solution, has set a new standard for excellence and client empowerment:
We have continually assessed evolving market trends and invested in innovative ideas to keep ourselves and our clients relevant and competitive. Approximately a decade ago, we committed to design and build an entirely new, unified wealth management technology platform delivered through a world class global business process outsourcing services framework.
The Platform’s web-enabled, customizable, cloud-based technology supports the entire wealth management value chain from front to back office. Embedded workflows, increased automation and centralized data allow you to significantly reduce your technology application footprint—helping to lower your risk profile and streamlining your vendor management process significantly.
The Platform powers private banks and wealth management firms globally. Our enterprise technology is designed to make your advisors more efficient and support the entire client journey throughout their relationship with you. It enables you to power growth, make confident decisions, and protect futures so you can deliver a truly differentiated experience.
Enterprise wealth management services for private banks, independent trust companies, large RIAs, insurance companies, and other wealth management organizations.
Services provided by SEI through its affiliates and subsidiaries. Data as of September 30, 2023.