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SEI Wealth Platform

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.

Website

https://seic.com/

Contacts

webmaster@seic.com

https://www.linkedin.com/company/sei/

SEI
  • Turnkey Asset Allocation
  • Investment Strategies
  • Goals-Based Planning
  • Compliance
  • Security
SEI

Companies that integrate with SEI Wealth Platform

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Advizr
Advizr | Orion Advisors Services
Advizr is a simple, personalized tool to help employees achieve their financial goals, whether they’re paying off student loans or saving for retirement.
#Financial Planning
CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
#Portfolio Reporting #Billing #Rebalancing #Retirement Planning
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
Panoramix for Financial Advisors
Panoramix
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and white labeled for advisor branding with our client portal.
#Billing #Portfolio Reporting #Cybersecurity
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
#Portfolio Reporting #Billing #Rebalancing #Trading #Tax Planning
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
#Rebalancing #Trading #Investment Research
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
#CRM
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
#Risk Profiling #Portfolio Reporting

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