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On the recordRead 12 Oct 202629 facts
SEI Wealth Platform
Plans and prices
Custom enterprise pricing
Priced on request
Pricing details not stated on the product page
Read 12 Oct 2026 · seic.com
On the record
- Account workflows
- Wealth managers can access client accounts, portfolios, and workflow information through the platform.seic.com · read 12 Oct 2026
- Analytics
- Executives can use performance dashboards to review firm growth, business trends, and household-level client details.seic.com · read 12 Oct 2026
- API security
- SEI's developer portal says its APIs support OAuth 2.0 authentication.developers.seic.com · read 12 Oct 2026
- Asset class coverage
- multi_assetseic.com · read 24 Sep 2026
- Automation
- Embedded workflows and straight-through processing support automation across middle- and back-office services.seic.com · read 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 · read 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 · read 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 · read 11 Oct 2026
- Coverage
- The platform supports front-, middle-, and back-office services for advisor and client experiences.seic.com · read 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 · read 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 · read 12 Oct 2026
- Integration options
- SEI provides APIs, file transfers using SFTP, and single sign-on for connecting SEI applications with client systems.developers.seic.com · read 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 · read 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 · read 11 Oct 2026
- Performance reporting
- Yesseic.com · read 24 Sep 2026
- Portfolio management
- Investment management capabilities include advanced modeling, automated strategy deployment, and support for open architecture.seic.com · read 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 · read 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 · read 12 Oct 2026
