sei
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
SEI offers a wealth management software suite that integrates various fintech tools designed to support the operations of wealth managers and financial advisors. The platform includes capabilities for customer relationship management (CRM), portfolio management, performance reporting, and financial planning, utilizing artificial intelligence (AI) and machine learning for predictive analytics. SEI targets institutional investors, wealth and asset managers, and financial advisors, addressing challenges within the wealth management sector. The platform features secure data aggregation and compliance tools that facilitate personalized client advice, while application programming interfaces (APIs) allow for integration with external services. The focus of SEI is on enhancing operational efficiency and informed decision-making in a digital-first financial environment.
Key facts
- Founded
- 1968
- Headquarters
- Oaks, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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Open roles
176 rolesManager, Investor Services
Dublin, County Dublin, Ireland · On-site · Volunteer
Sales Director
Oaks, PA · On-site · Volunteer
Financial Reporting Specialist
Luxembourg · On-site · Volunteer
