SEI Wealth Platform

Spec sheet

What it does

SEI Wealth Platform is an end-to-end wealth management solution that combines technology, operations outsourcing, and asset management across front-, middle-, and back-office services.Read 11 Oct 2026 · seic.com

Purpose

The SEI Wealth Platform is an end-to-end wealth management solution combining technology, outsourced operations, and asset management in one infrastructure.Read 12 Oct 2026 · seic.com

Free plan

NoRead 24 Sep 2026 · seic.com

Integrations

SEI's developer portal describes APIs, secure file transfer, and SAML 2.0 single sign-on options for integrations.Read 11 Oct 2026 · developers.seic.com

Support

SEI offers Platform certification and client accreditation through classroom and online learning programs.Read 12 Oct 2026 · seic.com

Account workflows

Wealth managers can access client accounts, portfolios, and workflow information through the platform.Read 12 Oct 2026 · seic.com

Analytics

Executives can use performance dashboards to review firm growth, business trends, and household-level client details.Read 12 Oct 2026 · seic.com

API security

SEI's developer portal says its APIs support OAuth 2.0 authentication.Read 12 Oct 2026 · developers.seic.com

Asset class coverage

multi_assetRead 24 Sep 2026 · seic.com

Automation

Embedded workflows and straight-through processing support automation across middle- and back-office services.Read 11 Oct 2026 · seic.com

Availability and pricing

The product page directs prospective customers to contact SEI and does not publish a price or free-trial terms.Read 12 Oct 2026 · seic.com

Client dashboard

End clients can use configurable dashboards to view near real-time wealth information, performance, documents, and progress toward goals.Read 11 Oct 2026 · seic.com

Client lifecycle

The platform supports information sharing from executive management and advisors through to end clients across the client lifecycle.Read 11 Oct 2026 · seic.com

Coverage

The platform supports front-, middle-, and back-office services for advisor and client experiences.Read 12 Oct 2026 · seic.com

CRM integration

SEI announced an integration with Wealthbox that lets advisors view client profiles, account details, and investment positions through single sign-on.Read 11 Oct 2026 · seic.com

Custody and operations

SEI says its wholly owned SEI Private Trust Company performs operational activities and is federally chartered and regulated by the OCC.Read 12 Oct 2026 · seic.com

Integration options

SEI provides APIs, file transfers using SFTP, and single sign-on for connecting SEI applications with client systems.Read 12 Oct 2026 · developers.seic.com

Multi-custody

The platform can aggregate and support management of assets held with third-party custodians, including transaction creation, tax-lot reconciliation, and performance reporting.Read 11 Oct 2026 · seic.com

Performance reporting

YesRead 24 Sep 2026 · seic.com

Portfolio management

Investment management capabilities include advanced modeling, automated strategy deployment, and support for open architecture.Read 11 Oct 2026 · seic.com

Pricing

SEI directs visitors to contact its team for platform information; the reviewed pages do not state a platform price.Read 11 Oct 2026 · seic.com

Security and infrastructure

SEI describes the platform infrastructure as scalable, secure, and reliable, and says its technology is web-enabled and cloud-based.Read 11 Oct 2026 · seic.com

Security certification

SEI states that the Wealth Platform holds ISO 27001/2 certification.Read 12 Oct 2026 · seic.com

Single sign-on

SEI's preferred SSO pattern uses SAML 2.0 assertions, and the portal directs clients to their account representative for configuration details.Read 12 Oct 2026 · developers.seic.com

Support and learning

SEI describes long-term client partnerships, change management support, and online and classroom learning for platform clients and partners.Read 11 Oct 2026 · seic.com

Supported markets

SEI stated that the platform supports trading and transactions on 156 stock exchanges in 58 countries and 51 currencies.Read 11 Oct 2026 · seic.com

Target users

SEI describes its wealth management services as serving banks, wealth managers, and independent trust companies.Read 12 Oct 2026 · seic.com

Trade processing

The platform processes trades, flags and routes exceptions, and can rebalance automatically.Read 12 Oct 2026 · seic.com

Who it serves

SEI says the platform powers private banks and wealth management firms globally.Read 11 Oct 2026 · seic.com

Plans and prices

Every SEI Wealth Platform plan and price →

Where Specifiction places it

• Wealth Management#10 of 167.5
• Portfolio Management Software#54 of 817.6