Browsing Tag
SEI Wealth Platform
2 posts
Syverson Strege chooses SEI Wealth Platform to unify custody, advisory tech, and client growth strategy
Find out how Syverson Strege’s shift to SEI Wealth Platform aims to transform RIA custody, tech, and planning efficiency. Read the full strategic breakdown.
SEI enhances wealth management with multi-custody data integration
SEI (NASDAQ:SEIC) has announced an enhancement for U.S. wealth managers utilizing the SEI Wealth PlatformSM (SWP), offering an…