20 See yourself as an RIA.
RIA LAUNCH GUIDE
Your vision
is our focus.
Get everything you need—from transition to launch and
ongoing support of your RIA business—in a single partnership
with SEI.
• Custody – A simple and transparent
approach to safeguarding your clients' assets
through SEI Private Trust Company
• Technology – Streamline your tech with
a completely integrated platform that is
continually optimized for your business.
• Wealth solutions – One place to access the investment
and business solutions you need to grow your
business and help your clients reach their goals.
Join the (r)evolution today and explore all of the benefits of
working with SEI.
