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Who we serve

Serving insurance companies in wealth management

Leverage the power of a single, unified, and flexible wealth management platform so you can grow, evolve, and keep up with changing economic realities.

Flexibility is not an option—it’s a necessity.

Insurance companies come in many sizes, but all are vulnerable to economic variability and increased regulation. Shifts in the economy might require consolidation or a new partnership with a trust company, RIA, or broker-dealer. Staying on top of risk management through changing vendors, partners, and mergers is an ever-present concern. The flexibility to accommodate change is a necessity.

The SEI Wealth PlatformSM is an integrated, unified, and comprehensive solution built to accommodate future growth, scale, and broadening product lines. It’s a combination of technology, operations, and asset management from an experienced, financially sound, and dedicated partner, who: 

  • Takes time to deeply understand your business and where it needs to go in the future
  • Builds a flexible solution that’s both scalable and stable, to meet your varied and changing needs
50+ years
in wealth management technology
30+ years
in wealth management operations

And with a history of innovation in wealth management, our credibility helps build yours.

Learn more about the SEI Wealth Platform

Built from the ground up, the SEI Wealth Platform is truly an end-to-end solution — a modern, fully-integrated, single infrastructure solution that supports front-, middle-, and back-office services.

Services provided by SEI through its affiliates and subsidiaries.