SEI Wealth Platform vs WealthSpectrum
SEI Wealth Platform
seic.comWealthSpectrum
wealthspectrum.comSide by side
| Figure | SEI Wealth Platform | WealthSpectrum |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 0 |
| Spec score · Wealth Management | 7.5 (#10) | 7.0 (#13) |
| Spec score · Portfolio Management Software | 7.6 (#54) | 7.8 (#40) |
| Integrations | SEI's developer portal describes APIs, secure file transfer, and SAML 2.0 single sign-on options for integrations. | The maker lists integrations for CRM, account onboarding, EMS, and WhatsApp reporting through APIs. |
| Performance reporting | Yes | Yes |
| Portfolio management | Investment management capabilities include advanced modeling, automated strategy deployment, and support for open architecture. | The platform supports client profiling, portfolio rebalancing, trade order management, monitoring, fees and billing, performance measurement, reporting, and analytics. |
Plans
In their own words
SEI Wealth Platform
SEI Wealth Platform has no write-up on Specifiction yet; its figures are above.
WealthSpectrum
WealthSpectrum is an integrated wealth management platform for front-, middle-, and back-office operations. It supports portfolio accounting across equities, fixed income, mutual funds, ETFs, REITs, derivatives, structured products, and alternative assets, including private equity, real estate, and hedge funds. Portfolio tools cover client profiling, rebalancing, trade orders, monitoring, fees and billing, performance measurement, reporting, and analytics. It calculates time-weighted and money-weighted returns and supports market, custom, and blended benchmarks. Trading workflows include pooled orders, pre-trade compliance checks, and post-trade allocations. Investor and client reports can include investment summaries, performance reports, and tax statements. The Client and RM Portal provides portfolio views, charts, transaction histories, and exportable reports, along with AI-generated meeting notes and action items based on portfolio reviews and market views. Integrations and data connections include brokers, custodians, mutual fund platforms, data feeds, and APIs for CRM, onboarding, EMS, and WhatsApp reporting. Deployment options include on-premise, private cloud, and managed cloud. Pricing is on request.