Private Wealth Advisor Solutions

Private wealth advisors rely on efficient and accurate portfolio management tools to attract and retain investors. SEI's integrated accounting software provides an innovative technology solution that increases operational efficiency and differentiates firms from their competition. From a client portal that supports investment analysis and reporting to back-office functionality that improves aggregation, reconciliation and reporting, our technology systems help firms manage their clients’ data in efficiently and accurately.

Download our Private Wealth Advisor Solutions Overview to understand how our technology platform helps private wealth advisors manage their clients’ data in an accurate, reliable manner.

SEI Archway Private Wealth Advisor Solution Overview