SEI Wealth Platform
A comprehensive suite of solutions for wealth and asset management.
Overview
The SEI Wealth Platform is a comprehensive, end-to-end solution for private banks and wealth managers. It provides a single, integrated platform for all aspects of the wealth management lifecycle, from client acquisition and onboarding to portfolio management and reporting. The platform is designed to help firms improve efficiency, reduce costs, and enhance the client experience.
✨ Key Features
- Client Relationship Management (CRM)
- Financial Planning
- Portfolio Management
- Trading and Custody
- Reporting and Analytics
- Compliance and Risk Management
🎯 Key Differentiators
- Fully integrated, end-to-end platform
- Strong focus on the private banking and wealth management sectors
- Global presence and expertise
Unique Value: The SEI Wealth Platform helps firms to transform their wealth management business and deliver a superior client experience.
🎯 Use Cases (3)
✅ Best For
- Providing a single, integrated platform for all wealth management functions
- Helping firms to streamline their operations and improve efficiency
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small advisory firms with simple needs
- Firms that are not looking for a fully integrated, end-to-end solution
🏆 Alternatives
The SEI Wealth Platform is a more comprehensive and integrated solution than many of its competitors, which can help firms to reduce complexity and improve efficiency.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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