A Short Evaluation to Help Family Offices Plan a Manageable WealthTech Strategy

In recent years, the adoption of modern financial technology has accelerated significantly amongst family offices and financial institutions serving high-net-worth families. To help private wealth management firms assess long-term technology requirements and design a manageable wealthtech strategy, SEI Family Office Services created a simple evaluation featuring 50+ questions focused on four key decision points:

  • Technology and staffing infrastructure
  • Data collection
  • Functionality
  • Reporting

Download this short evaluation to help you assess the technology needs of your internal family office staff and end-clients so that you can strategize and plan a wealthtech stack that fits your organization.


SEI FOS WealthTech Strategy Evaluation_web