The tools you need,
all in one place
The SEI Wealth Platform brings together the services you need, so you can spend more time with clients
and less time managing technology.
Flexible investment options
› Access to open architecture of Mutual Funds, Managed Account Solutions, ETF Strategies and
Alternative Funds
› Unified Managed Accounts (UMAs) and custom model management
› Access to our manager research and models-based asset management program
Integrated front-office tools
› Advisor desktop including client and household snapshots
› Powerful proposal and client review tools
› Seamless integration with CRM and financial planning tools
Comprehensive administration and back-office functions
› Full custody service
› Account aggregation
› Automated rebalancing
› Enhanced IRA services
› Raise and invest cash feature
› Consolidated performance reporting
- Point-to-point performance
- Ad hoc performance reports with the ability to build your own reports
- Better graphics
› Online transaction capabilities, including:
- Household, client and account maintenance
- Transaction initiation and status verification
- E-signature capabilities
Online education tool
› No matter where you are on the SEI Wealth Platform Advisor Desktop, help is just a click away. WalkMe is an
easy-to-use education tool, which can help you to find actions, take you on a tour of the pages, and provide
guided instructions on submitting online transactions.
Extensive practice management services
› Resources to help you grow your business
