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SEI Investments Co

SEI Wealth Platform

Built from the ground up, the SEI Wealth Platform is a unified, end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure. Integrating technology, operational outsourcing, and asset management in one solution, the Platform was designed to manage complex and evolving needs, operate seamlessly in global markets, and drive greater efficiency throughout your wealth management business.

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Composite Score

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CX Score

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Likeliness to Recommend

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SEI Wealth Platform Product Report

The scores above are a summary of a comprehensive report available for this product, aggregating feedbacking from real IT professionals and business leaders.

SEI Wealth Platform has a product scorecard to explore each product feature, capability, and so much more.

  • Net Promoter Score and Planned Renewal Rates
  • Feature and Vendor Capability Breakdown
  • Version and Module Satisfaction Levels
  • Comparisons by Organization Size, Usage, and Role

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