Solution introduction
A modern, fully-integrated, single infrastructure solution that powers wealth management firms globally
SEI Wealth Platform: The future is here
Wealth management firms like yours face an array of ever-growing risks. Profitability pressure, increased competition, regulatory concerns, rapidly evolving technology and escalating demand for seamless, customer-driven experiences are driving industry change at a brisk pace. It’s a complex situation that requires a unified solution designed to power your firm's business transformation.
Harness the power of integration
Built from the ground up, the SEI Wealth PlatformSM is a unified, end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
Integrating technology, operational outsourcing, and asset management in one solution, the Platform was designed to manage complex and evolving needs, operate seamlessly in global markets, and drive greater efficiency throughout your wealth management business.
