Who we serve
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 power future growth, scale, and broadening product lines. It’s a combination of technology, operations, and asset management from an experienced, financially sound, and dedicated strategic partner, who:
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.