SEI

Overview

SEI Investments Company (SEIC) is a financial services firm founded in 1968 and headquartered in Oaks, Pennsylvania. With a global presence across North America, Europe, Asia, and Africa, the firm serves clients managing more than $1.6 trillion in assets. The company focuses on technology-driven solutions for investment processing, management, and operations.

SEI offers a range of services, including the SEI Wealth Platform for wealth management and performance reporting, investment operations and outsourcing for mutual funds and hedge funds, and asset management solutions utilizing a manager-of-managers approach. The company also provides corporate pension programs, automated trust systems, as well as cybersecurity and investor automation offerings. SEI serves private banks, independent financial advisors, institutional investors, and corporations.

Basic Information

Contact Details

• Phone: +1 610-676-1000
• Website: seic.com
• LinkedIn: linkedin.com/company/sei

Key Focus Areas & Initiatives

• Investment management
• Investment processing
• Fund processing
• Investment bankers/brokers/service
• Finance
• Fund accounting systems
• Multi-asset class management
• Big data
• Digital transformation in finance
• AI-powered analytics
• Investment management technology
• Regtech
• Compliance automation
• Compliance services
• Technology platforms
• Client reporting
• Client portals
• Cloud infrastructure
• SEI Wealth Platform
• Alternative investment technology
• Client experience enhancement
• Discretionary investment services
• Portfolio management
• Institutional asset management
• Scalable data infrastructure
• Regulatory reporting
• Hedge funds
• Digital banking
• Client-centric solutions
• Client relationship management
• Digital transformation
• Cybersecurity
• Retirement planning
• Private equity
• Wealth advisory
• Automated trust accounting
• B2B
• Outsourced operations
• Fund administration
• Financial planning
• Enterprise software
• Investment banking
• Fund accounting
• Scalability
• Private wealth management
• Data integration
• Financial services innovation
• Customized investment solutions
• Enterprise platform integration
• Client onboarding
• AI-driven analytics
• Services
• Financial advisory
• Operational efficiency
• Asset management services
• Wealth management platform
• Automation
• Data analytics
• Institutional investors
• ETF product suite
• Fintech integration
• Investment solutions
• ETFs
• Asset management
• API integration
• Cloud computing
• SEI Data Cloud
• Data management
• Client solutions
• Automation tools
• Wealth advisory technology
• Financial technology
• Cybersecurity solutions
• Wealth management
• Data security
• Regulatory compliance
• Machine learning
• Fund administration outsourcing
• Digital asset management
• Cloud-based fund services
• Client engagement
• Risk management
• Performance analytics
• Alternative investments
• Family office solutions
• Private banking
• Technology solutions
• Financial advisors
• Financial institutions
• Business process outsourcing
• Operational excellence
• RIAs
• Broker-dealers
• Wealth platform
• Investment strategies
• Outsource solutions
• High-net-worth clients
• Business transformation
• Mutual funds
• Client experience
• Wealth creation
• Personalized investment
• Advisor technology
• Advisor services
• Operational infrastructure
• Family offices
• Investment manager services
• Sustainable investing
• Tax-smart strategies
• Distribution-oriented investments
• Platform services
• Real-time reporting
• Market insights
• Financial independence
• Growth strategies
• Financial performance
• Investment operations
• Multi-channel distribution
• Integrated financial services
• Enterprises
• Computer software
• Information technology & services
• Internet infrastructure
• Internet
• Capital markets
• Financial consulting
• Consulting
• Management consulting
• Finance technology
• Computer & network security
• Artificial intelligence

Technologies Used

• ACL
• AT&T DNS
• AWS Glue Data Catalog
• AWS OpsWorks
• Adobe Acrobat
• Adobe Media Optimizer
• Ag Grid
• Akamai
• Alteryx
• Amazon AWS
• Angular
• Apache
• Apptio Platform
• Autopilot
• Azure Purview
• Bootstrap Framework
• CSS
• Cedexis Radar
• Citrix NetScaler
• Confluence
• Connect
• Dayforce
• Docebo
• DoubleClick
• DoubleClick Conversion
• DoubleClick Floodlight
• Drupal
• Eloqua
• Excel4Apps
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Gem
• Google AdWords Conversion
• Google Dynamic Remarketing
• Google Font API
• Google Maps
• Google Plus
• Google Tag Manager
• HTML5 Maker
• Highcharts JS Library
• Hotjar
• IBM FileNet Content Manager
• ISO+™
• Javascript
• Jira
• Liferay
• Linkedin Marketing Solutions
• Microsoft 365
• Microsoft Application Insights
• Microsoft BitLocker
• Microsoft Defender for Cloud
• Microsoft Endpoint Configuration Manager (MECM)
• Microsoft Excel
• Microsoft Intune Enterprise Application Management
• Microsoft Office
• Microsoft Office 365
• Microsoft OneDrive for Business
• Microsoft Power Automate
• Microsoft Power Platform
• Microsoft PowerPoint
• Microsoft SQL Server Management Studio
• Microsoft Teams Rooms
• Microsoft Windows 365 Cloud PC
• Microsoft Windows Server 2012
• Mobile Friendly
• MongoDB
• Moxy
• Nginx
• OSIsoft PI
• OnBase
• Outlook
• PagerDuty
• Pantheon
• Parallels Mac Management for Microsoft SCCM
• PowerBI Tiles
• Python
• Rapid7 InsightVM
• React
• Remote
• Rust
• Ruxit
• SOASTA
• SQL
• SS&C Geneva
• Salesforce
• Salesforce CRM Analytics
• Sass
• ServiceNow
• SharePoint
• Slack
• SnapLogic Anaplan Services
• TestRail
• The Trade Desk
• Twitter Advertising
• TypeScript
• ValueClick Mediaplex
• VelocityEHS Accelerate | EHS & ESG
• Vimeo
• Visio
• VueJS
• Walkme
• Workday
• Workday Recruit
• Zencoder
• go+
• reCAPTCHA

Affiliated Organizations & Regional Branches

• SEI LifeYield
• National Pension Trust
• GRUPO NOVUS
• Novus Partners, Inc.
• Atlas Mastertrust
• Finomial