Committed to your business

We’re here to help streamline your business and reclaim time for what matters most—to you and to your clients.

Learn More about SEI

First Name*

Last Name*

Email Address*

Firm Name*

Broker-Dealer Affiliation

State or Province

Business Phone

I understand SEI may send future emails to me, even if I opted-out before, and that I can opt-out again later.

Through the intersection of custody, administration and asset management, Independent Advisor Solutions by SEI leverages technology to create seamless, streamlined advisory business processes without the need for reconciliation. Our fully integrated ecosystem can provide you with a scalable, efficient and flexible business platform that deeply integrates with industry-leading third-party tools.

Our commitment to you and your business:

A fee-simple approach to investment solutions with no platform fees¹ and no account minimums²
Flexible investment options using our cutting-edge platform that delivers scale and gives you more time to focus on your clients and prospects
End-to-end technology automation for portfolio management, rebalancing, models-based trading, advisory fee processing and more to help accelerate your business growth
Full-service custodian: single-source accountability and dedicated client service liaison
Extensive practice management services
Trusted by 7,500 advisors³

We help advisors like you manage wealth, not technology, so you can focus on building long-lasting relationships with your clients. To learn more about Independent Advisor Solutions, call 888-734-2679 today or visit seic.com/advisor.

¹Platform fees only apply to certain non-SEI investments. SEI mutual funds and SEI Managed Account Solutions, including ETF Strategies, are not subject to platform fees. Capped at $1,000 per year, per account and may be waived or discounted.

²No account minimum for SEI Mutual Fund Strategies. SEI Managed Account Solutions minimums per manager start at $50,000. ETF Strategy minimums are $25,000. Pending Firm Home Office approval, when applicable.

³7,500 advisors work with SEI as of December 31, 2020.

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Platform and integration services provided by SEI Global Services, Inc. (SGS). Investment services provided by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), federally chartered limited purpose savings association. SGS, SIMC and SPTC are wholly owned subsidiaries of SEI.

Investing involves risk including possible loss of principal.

For Financial Intermediary Use Only. Not for Public Distribution.