SEI Wealth Platform
The facts below are what the maker publishes about SEI Wealth Platform, checked and dated. Our editors have not written about it yet.
Plans and prices
From SEI Wealth Platform's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom enterprise pricing | Priced on request | Pricing details not stated on the product page |
The facts
Each one read from SEI Wealth Platform's own pages, with the date it was checked.
What it does
- Account workflows
- Wealth managers can access client accounts, portfolios, and workflow information through the platform.checked 12 Oct 2026
- Analytics
- Executives can use performance dashboards to review firm growth, business trends, and household-level client details.checked 12 Oct 2026
- API security
- SEI's developer portal says its APIs support OAuth 2.0 authentication.checked 12 Oct 2026
- Asset class coverage
- multi_assetchecked 24 Sep 2026
- Automation
- Embedded workflows and straight-through processing support automation across middle- and back-office services.checked 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.checked 12 Oct 2026
- Client dashboard
- End clients can use configurable dashboards to view near real-time wealth information, performance, documents, and progress toward goals.checked 11 Oct 2026
- Client lifecycle
- The platform supports information sharing from executive management and advisors through to end clients across the client lifecycle.checked 11 Oct 2026
- Coverage
- The platform supports front-, middle-, and back-office services for advisor and client experiences.checked 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.checked 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.checked 12 Oct 2026
- Integration options
- SEI provides APIs, file transfers using SFTP, and single sign-on for connecting SEI applications with client systems.checked 12 Oct 2026
- Integrations
- SEI's developer portal describes APIs, secure file transfer, and SAML 2.0 single sign-on options for integrations.checked 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.checked 11 Oct 2026
- Performance reporting
- Yeschecked 24 Sep 2026
- Portfolio management
- Investment management capabilities include advanced modeling, automated strategy deployment, and support for open architecture.checked 11 Oct 2026
- Pricing
- SEI directs visitors to contact its team for platform information; the reviewed pages do not state a platform price.checked 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.checked 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.checked 11 Oct 2026
- Security certification
- SEI states that the Wealth Platform holds ISO 27001/2 certification.checked 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.checked 12 Oct 2026
- Support
- SEI offers Platform certification and client accreditation through classroom and online learning programs.checked 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.checked 11 Oct 2026
Money
- Free plan
- Nochecked 24 Sep 2026
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