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The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. The SEI Wealth Platform supports trading and transactions on 128 stock exchanges in 40 countries and 43 currencies, through the use of straight-through processing and a single operating infrastructure environment.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.