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SEI Wealth Platform
What SEI Wealth Platform is
SEI Wealth Platform is an end-to-end wealth management system combining technology, outsourced operations, and asset management. It covers front-, middle-, and back-office work for banks, private banks, wealth managers, and independent trust companies. Advisors and managers can access client accounts, portfolios, and workflow information, while executives can review firm, business, and household performance dashboards. Investment tools provide advanced modeling, automated strategy deployment, and open architecture. Embedded workflows and straight-through processing automate operational tasks; trades can be processed, exceptions routed, and portfolios rebalanced automatically. Multi-custody support aggregates assets held with third-party custodians and includes transaction creation, tax-lot reconciliation, and performance reporting. Configurable client dashboards show near real-time wealth information, documents, performance, and progress toward goals. Integration options include APIs with OAuth 2.0 authentication, SFTP, SAML 2.0 single sign-on, and a Wealthbox connection. The web-enabled, cloud-based platform supports API and web access, with trading across 156 exchanges in 58 countries and 51 currencies. Pricing is available on request.
Who it suits
It suits banks, private banks, wealth managers, and independent trust companies needing connected front-, middle-, and back-office capabilities. Firms requiring multi-custody management, client dashboards, workflow automation, and integration options may find its scope relevant.
What it does well
- Covers front-, middle-, and back-office services
- Supports multi-custody assets and reconciliation
- Provides automated trade and workflow processing
- Offers configurable client and executive dashboards
- Includes APIs, SFTP, and SAML single sign-on
What to know first
- No free plan is listed
- Pricing requires contacting SEI
- Platform supports API and web access only
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Custom enterprise pricing | Pricing details not stated on the product page | On request |
As seic.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
SEI Wealth Platform combines operational outsourcing, asset management, portfolio tools, dashboards, and integration features in one system. Its broad institutional scope and multi-custody support are aimed at organizations managing complex wealth operations.
Facts from SEI Wealth Platform's own pages
- Account workflows
- Wealth managers can access client accounts, portfolios, and workflow information through the platform. · seic.com, 12 Oct 2026
- Analytics
- Executives can use performance dashboards to review firm growth, business trends, and household-level client details. · seic.com, 12 Oct 2026
- API security
- SEI's developer portal says its APIs support OAuth 2.0 authentication. · developers.seic.com, 12 Oct 2026
- Asset class coverage
- multi_asset · seic.com, 24 Sept 2026
- Automation
- Embedded workflows and straight-through processing support automation across middle- and back-office services. · seic.com, 11 Oct 2026
- Availability and pricing
- The product page directs prospective customers to contact SEI and does not publish a price or free-trial terms. · seic.com, 12 Oct 2026
- Client dashboard
- End clients can use configurable dashboards to view near real-time wealth information, performance, documents, and progress toward goals. · seic.com, 11 Oct 2026
- Client lifecycle
- The platform supports information sharing from executive management and advisors through to end clients across the client lifecycle. · seic.com, 11 Oct 2026
- Coverage
- The platform supports front-, middle-, and back-office services for advisor and client experiences. · seic.com, 12 Oct 2026
- CRM integration
- SEI announced an integration with Wealthbox that lets advisors view client profiles, account details, and investment positions through single sign-on. · seic.com, 11 Oct 2026
- Custody and operations
- SEI says its wholly owned SEI Private Trust Company performs operational activities and is federally chartered and regulated by the OCC. · seic.com, 12 Oct 2026
- Free plan
- No · seic.com, 24 Sept 2026
- Integration options
- SEI provides APIs, file transfers using SFTP, and single sign-on for connecting SEI applications with client systems. · developers.seic.com, 12 Oct 2026
- Integrations
- SEI's developer portal describes APIs, secure file transfer, and SAML 2.0 single sign-on options for integrations. · developers.seic.com, 11 Oct 2026
- 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. · seic.com, 11 Oct 2026
- Performance reporting
- Yes · seic.com, 24 Sept 2026
- Portfolio management
- Investment management capabilities include advanced modeling, automated strategy deployment, and support for open architecture. · seic.com, 11 Oct 2026
- Pricing
- SEI directs visitors to contact its team for platform information; the reviewed pages do not state a platform price. · seic.com, 11 Oct 2026
- Purpose
- The SEI Wealth Platform is an end-to-end wealth management solution combining technology, outsourced operations, and asset management in one infrastructure. · seic.com, 12 Oct 2026
- Security and infrastructure
- SEI describes the platform infrastructure as scalable, secure, and reliable, and says its technology is web-enabled and cloud-based. · seic.com, 11 Oct 2026
- Security certification
- SEI states that the Wealth Platform holds ISO 27001/2 certification. · seic.com, 12 Oct 2026
- 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. · developers.seic.com, 12 Oct 2026
- Support
- SEI offers Platform certification and client accreditation through classroom and online learning programs. · seic.com, 12 Oct 2026
- Support and learning
- SEI describes long-term client partnerships, change management support, and online and classroom learning for platform clients and partners. · seic.com, 11 Oct 2026
Where SEI Wealth Platform stands on Freedom251
- Wealth Management#10 of 16
- Portfolio Management Software#64 of 81