Sitting at the intersection of custody, technology and asset management, Independent Advisor Solutions by SEI provides the technology that works for you and the flexibility that works with you.


Our commitment to you and your business:

  • A suite of solutions designed only for independent advisors; never competing with you, always for you
  • Full-service custody with single-source access and a dedicated client service liaison
  • Cutting-edge, digital-first platform that enables scale and efficiency
  • End-to-end technology automation for portfolio management, rebalancing, models-based trading, advisory fee processing and more to help accelerate your business growth
  • Open-architecture asset management flexibility designed to provide the choice you need to deliver objective advice
  • Trusted by a community of over 7,500 advisors1, with the coaching, guidance and experience to support your unique business goals

We help advisors like you manage wealth, not technology,SM 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