Wealth management technology and operations
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Overview
Tagline Brand's website · 2026-11-03
A modern, fully integrated, single-infrastructure wealth management technology and operations solution powered by SEI.
Description Brand's website · 2026-11-03
The SEI Wealth PlatformSM integrates technology, operations outsourcing and asset management to support front-, middle- and back-office wealth management services within a single infrastructure. It provides integrated information, dashboards, workflow management and automated transaction processing for wealth management firms globally.
Identity
Mission Brand's website · 2026-11-03
Powering the future through financial technology, operations and investment solutions that help clients adapt, scale, make confident decisions and achieve lasting success.
Website Brand's website · 2026-11-03
https://www.seic.com/banks-wealth-managers/what-we-do/wealth-management-technology-and-operations
Voice & tone Brand's website · 2026-11-03
Strategic, confident, collaborative and solution-oriented.
Headquarters Brand's website · 2026-11-03
Oaks, Pennsylvania, United States. Corporate headquarters: 1 Freedom Valley Drive, Oaks, PA 19456.
Offerings
Problem solved Brand's website · 2026-11-03
Helps banks and wealth managers address profitability pressure, competition, regulatory concerns, evolving technology and demand for seamless customer-driven experiences through a unified business transformation solution.
Core capabilities Brand's website · 2026-11-03
- Wealth management technology
- Operations outsourcing
- Asset management and investment solutions
- Front-, middle- and back-office services
- Real-time integrated information and workflow management
- Performance dashboards and business analytics
- Automated trade processing, exception routing and rebalancing
- Change management and strategic partnership
Products / SKUs Brand's website · 2026-11-03
- SEI Wealth PlatformSM
- Wealth management technology
- Wealth management operations outsourcing
- SEI Wealth Platform learning program
Audience
Target industry Brand's website · 2026-11-03
Wealth management and financial services.
Customer base Brand's website · 2026-11-03
Banks, wealth managers and wealth management firms.
Ideal customer profile Brand's website · 2026-11-03
Banks and wealth management firms seeking a unified, end-to-end platform and strategic partner for technology, operations outsourcing and investment solutions.
Use cases Brand's website · 2026-11-03
- Providing integrated advisor and client experiences
- Managing front-, middle- and back-office wealth management operations
- Accessing client accounts, portfolios and workflow information
- Processing transactions, routing exceptions and automatically rebalancing portfolios
- Monitoring firm performance, growth and business trends
- Supporting business transformation and change management
- Training and certifying platform partners and clients
Customer outcomes Brand's website · 2026-11-03
- Power growth
- Make more confident decisions
- Improve operational efficiency
- Support seamless advisor and client experiences
- Manage complex and evolving needs across global markets
- Protect client futures
- Adapt and scale for future needs
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Claim Wealth management technology and operations — free →Page last updated 2026-11-03.