SEI Wealth Platform

About

The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. The SEI Wealth Platform supports trading and transactions on 128 stock exchanges in 40 countries and 43 currencies, through the use of straight-through processing and a single operating infrastructure environment.

Contacts

Products / Services

  • Turnkey Asset Allocation
  • Investment Strategies
  • Goals-Based Planning
  • Compliance
  • Security

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 25
Partnership: 0
Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved...
Integrations: 31
Partnership: 0
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location....
Integrations: 18
Partnership: 0
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and...
Integrations: 23
Partnership: 0
RedBlack is the independent market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration....
Integrations: 79
Partnership: 0
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...
Integrations: 28
Partnership: 0
After more than three decades of empowering advisors to excel in all aspects of their professions, SmartOffice remains the most...
Integrations: 12
Partnership: 0
Advizr entered the advisor tech space in 2012 and expanded its focus to the employee financial wellness market. Its client...
Integrations: 33
Partnership: 0
RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital...
Integrations: 26
Partnership: 0
eMoney Advisor provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial...
Integrations: 25
Partnership: 0
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their...

Partnership

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