SEI Global Services Inc.

We deliver end-to-end solutions that simplify the complexities of financial services, connecting every part of your operations to ignite innovation, unlock efficiency, and accelerate growth.

Business Hours

  • 8:30 am - 6:30 pm
  • 8:30 am - 6:30 pm
  • 8:30 am - 6:30 pm
  • 8:30 am - 6:30 pm
  • 8:30 am - 6:30 pm
  • 8:30 am - 6:30 pm
  • 8:30 am - 6:30 pm

Global wealth management and advisor technology

Built to simplify complex and evolving needs, our SEI Wealth Platform℠ integrates technology, operations, and asset management.

Custody

Confidence begins with a strong custodial foundation designed to focus on accountability, safety, and security.

Business process outsourcing

A robust business solution for your back-office operational processes, our outsourced services are built for transparency and integrated with the SEI Wealth Platform to unify, streamline, and scale your enterprise.

Fund accounting, administration, and operations

Middle- and back-office fund services are integrated with our advanced technology to help you stay competitive and evolve your business with confidence.

Regulatory and compliance services

Global fund compliance and reporting tracked from a single, comprehensive investment management platform, so you can stay ahead of the curve, increase transparency, and reduce risk.

Data, analytics, and information management

Empower your business or investment teams with connected data, advanced analytics, and scalable infrastructure—without the complexity of traditional systems.

Professional services

Specialized technical, wealth management, and business growth expertise to help empower your firm to grow more effectively.

Network operations, cloud, and cybersecurity services

We help our clients build and maintain a secure technology foundation with a connected, end-to-end cybersecurity platform, network operations, and a scalable cloud environment.

Asset Management

We simplify the complex by providing customized investment solutions that empower advisors and institutions—and drive meaningful outcomes for their clients.

Social Profiles

SEI Global Services Inc.

People Love SEI Global Services Inc.

I have the best financial advisor that anyone could have. James is so incredibly helpful and personable. He takes me from A to Z in order to get things accomplished. He is so wonderful and accommodating. He goes above and beyond what he has to do. He will also help me with things that aren’t related to investments. A wonderful counselor and advisor. Thank you James for all you hard work.

 

Amy Nesta

I have the best financial advisor that anyone could have. James is so incredibly helpful and personable. He takes me from A to Z in order to get things accomplished. He is so wonderful and accommodating. He goes above and beyond what he has to do. He will also help me with things that aren’t related to investments. A wonderful counselor and advisor. Thank you James for all you hard work.

Amy Nesta

I have the best financial advisor that anyone could have. James is so incredibly helpful and personable. He takes me from A to Z in order to get things accomplished. He is so wonderful and accommodating. He goes above and beyond what he has to do. He will also help me with things that aren’t related to investments. A wonderful counselor and advisor. Thank you James for all you hard work.

Amy Nesta

I have the best financial advisor that anyone could have. James is so incredibly helpful and personable. He takes me from A to Z in order to get things accomplished. He is so wonderful and accommodating. He goes above and beyond what he has to do. He will also help me with things that aren’t related to investments. A wonderful counselor and advisor. Thank you James for all you hard work.

Amy Nesta

I have the best financial advisor that anyone could have. James is so incredibly helpful and personable. He takes me from A to Z in order to get things accomplished. He is so wonderful and accommodating. He goes above and beyond what he has to do. He will also help me with things that aren’t related to investments. A wonderful counselor and advisor. Thank you James for all you hard work.

Amy Nesta