Asset managers
Advanced operational infrastructure for asset managers, owners, and investment organizations to evolve and compete in a landscape of escalating business challenges.
Who we serve
Flexible, scalable technology, and operations outsourcing solutions for a wide array of wealth and asset managers.
Stay ahead of change and grow confidently with solutions that address modern market challenges, optimize your business, and deliver a seamless and differentiated client experience.
We provide services for:
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Private banks
Fully integrated front-, middle-, and back-office services for private banks of all sizes, allowing you to operate seamlessly across multiple markets.
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Independent trust companies
Gain the advantages of a large, connected enterprise with our unified and comprehensive technology, operations, and asset management solution.
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Family offices
Services and solutions designed to handle sophisticated accounting, investment data aggregation, and financial reporting operations. Visit the SEI Family Office Services website.
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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.