.afcls-3{fill-rule:evenodd}.bycls-1{fill:none} Our solutions Who we serve Insights Investor relations Discover SEI Search US - English Wealth Management Operations Outsourcing Simplify operations so you can focus on your main mission – serving clients and growing your business. Contact us to learn more what we do investment operations Reimagine your strategic vision Then turn it into a reality Today, wealth management firms like yours face mounting profitability pressures, changing regulatory requirements, expanding product lines, and increasingly savvy clients. To meet these challenges and gain a competitive edge, it’s time re-imagine your wealth management business model and reinvent the entire value chain. Put customer experience and convenience at the center of your strategy and build a business model that blends vision with operational integration and capital allocation. As a long-standing, trusted partner in wealth management technology solutions and unparalleled operational outsourcing expertise, we can help. Why outsource with SEI? Modernizing your technology, and hiring and training employees to enhance expertise is expensive and risky. And, there’s no guarantee that you’ll gain the growth and productivity you seek in the future. Wouldn’t you rather spend those resources on your main mission — serving existing clients and winning new ones to grow your revenue? As an industry innovator for close to five decades, we have continually assessed evolving market trends. Long ago, we identified an opportunity to deliver outsourcing services in addition to our technology solutions — both are designed to allow our clients to fundamentally restructure their operational expense base and lower their corporate risk profile. We provide the tools and services you need to streamline your wealth management infrastructure so you can focus on what’s most important to you — your employees and clients. We are the first — and only — firm to consistently own the core technology and employ the people and services to run the back-office operations on behalf of our wealth management clients A trusted strategic partner that enables growth, now and into the future. We’re a company deeply rooted in reinvention. For more than five decades, we‘ve been a pioneer in the wealth management industry through constant innovation, technology automation and outsourcing services. In fact, more than 30 years ago, we became the first — and to this day we remain the only — firm to consistently own the core technology and employ the people and services to run the back-office operations on behalf of our wealth management clients. And, we don’t just provide these services to your business, we use them for our own business, too. Over the years, we have become one of the largest investment processing outsourcers in the world: More than 90 U.S. private bank and trust company business process outsourcing (BPO) relationships More than 725,000 U.S. trust, IRA, employee benefit, institutional and general investment accounts $835 billion in U.S. and global custody 700+ employees As of 09/30/2021 Our comprehensive business process outsourcing (BPO) solution integrates people, processes, and technology. This total solution goes beyond data center management and application development, like traditional Software as a Service business models. It handles the back-office operational processes associated with marketable securities. We rely on our wholly owned subsidiary SEI Private Trust Company (SPTC) to perform these activities. The SPTC is federally chartered and regulated by the OCC, and is authorized to engage in fiduciary and custodial services. As an owner and operator of our next generation, cutting edge solution, the SEI Wealth Platform, we use our own technology to process your business. when you partner with us, your clients, employees and partners have access to the same technology being used to run your business. This provides a level of consistency and transparency that is unparalleled in the industry today. Accountable to Deliver Read Bob Miller's story Discover how outsourcing the back office to SEI helped one client maintain their current success while simultaneously positioning them for future growth. READ THE CASE STUDY We’re committed to world-class operations outsourcing excellence When we began, our commitment to operations outsourcing was driven by our longtime vision of what wealth management would need as the industry grew up and began operating in a volatile, increasingly competitive, highly regulated, global environment. Today, the SEI Private Trust Company provides: Governance framework to ensure your operations remain efficient while minimizing risk Global data controls that enable accurate and reliable trades and settlements Operations transition services to ensure a seamless transition to SEI for account, custody and cash data migrations Project management office that provides project management services for a variety of large and small scale projects Process engineers that work tirelessly so that the entire back office runs as efficiently as possible 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 our executive dashboards. LEARN MORE Speak with an Expert Find out how our end-to-end platform can 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 Shauna Mace Leads programs that focus on helping advisors grow their businesses, create efficiencies in their operations, and differentiate their practices Ashley Leuthe Drives the vision and strategy for wealth and investment management services for large RIAs, banks, trust companies and asset managers. 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 Wealth Managers Your business should be able to run and grow at the same time 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. To find out more or to change your cookie settings, visit our cookie policy page. OK