.afcls-3{fill-rule:evenodd}.bycls-1{fill:none} Our solutions Who we serve Insights Investor relations Discover SEI Search US - English Integrated Bank and Wealth Management Technology Streamline your business with leading-edge technology through the SEI Wealth Platform, a single, unified solution. what we do investment processing Is your wealth management firm on the technology treadmill? Regulation, globalization, and increasing client expectations are pressurizing the wealth management industry 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 risk management, as disconnected technology is error prone, and ultimately your end-client relationships suffer. A truly integrated wealth platform can make your end client experience a differentiator KNOWLEDGE CENTER Turn Five Tech Risks into Opportunities How to let risk drive growth-nurturing change The decision to modernize your platform and consolidate disparate 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. Put your client at the center of your strategic vision. The SEI Wealth PlatformSM is a fully integrated, modern platform and provides a unified experience that supports 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. 10 OF THE 20 LARGEST BANKS Are our clients Leading solutions, client longevity We’re anything but new to the world of wealth management. For more than 50 years, our flagship processing and accounting system, TRUST 3000®, has been a leading wealth management solution in the market. And, our next-generation SEI Wealth Platform, a fully integrated, single infrastructure solution, sets a new standard for excellence and client empowerment: Solutions with proven scale 111 relationships globally, including 10 of the top 20 largest U.S. banks* Process more than 1.4 million end-investor accounts* Supporting more than 8,459 U.S. financial advisors across the U.S. and Canada* Decades-long client relationships Future proof your business with innovative, adaptable and unified wealth technology 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. Careful thought, planning, testing and consideration lead to these key design principles: 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 empowers you to deliver a truly differentiated experience. Front Office Services. We are continually innovating a set of tools designed to support each stage of the client lifecycle, enabling modern client communications, a deeper understanding of your client relationships, and complete alignment between you and your clients. Investment Management. Our portfolio management and performance service supports investment managers and advisors with best-of-breed modeling capabilities and automated strategy deployment with the flexibility to support an open-architecture philosophy. Middle Office Services. Minimize overhead, improve client responsiveness and assure proper internal controls with a robust, straight-through process workflow automation and administrative functionality. Information Management. More effectively manage your business with a comprehensive set of reporting, data management and integration tools that helps you and your clients stay informed. Back Office Services. Our scalable, straight-through investment processing platform is designed to support a diverse mix of asset types and end-client segments globally. Platform Infrastructure Services. Get continual access for you and your clients through a highly scalable, secure and reliable processing environment that is built to evolve and grow with your business. Legal Note *As of September 30, 2021 Learn more about the SEI Wealth Platform Discover the power of integrating technology, operations outsourcing and asset management in one solution; see the definition of a true strategic partner; and take a tour of the Platform. LEARN MORE Speak with a representative Find out how our end-to-end, fully integrated platform will help you create enterprise-level change. CONTACT US Share on Linkedin Share on Facebook Share on Twitter Share via Email Print this page OUR PEOPLE Meet Our Experts We strive to anticipate the future and bring it back to you – to help you see, act and be successful in it. Mitch Benton Mitch leads the Global Technical Sales team for SEI’s Private Banking Unit Ashley Leuthe Drives the vision and strategy for wealth and investment management services for large RIAs, banks, trust companies and asset managers. Andy West Develops relationships with growth-oriented wealth management firms seeking to create better client experiences and more efficiently scale their business SEE ALL PEOPLE WHO WE SERVE Addressing your complex needs for 4 decades We help our clients absorb change, stay relevant and deliver outstanding client experiences. Banks A flexible, scalable solution for banks of all sizes Independent Trust Companies Get the advantages of a large enterprise with our comprehensive solution Insurance Companies An integrated, unified and comprehensive solution Large Registered Investment Advisors Flexible wealth management solutions designed to streamline and strengthen your growing RIA business so you can scale profitably and create lasting client relationships. RIA Business and Technology Services Solutions for RIAs of all sizes, powered by the SEI Wealth Platform Investor relations Help for clients Locations Fund documents COVID-19 update Contact us Careers Cookie policy Privacy policy Accessibility statement Inclusion policy Terms of use © 2021 SEI We use cookies to collect and analyze information on site performance and usage, and to enhance and customize content and advertising. By browsing our site or by clicking the OK button, you agree to the use of our cookies. 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