Integrations /Custodians & Portfolio Management

Get started with Wealthbox + SEI

Modern CRM integrated with an advanced wealth management platform.


SEI is a provider of investment processing, investment management, and investment operations solutions. The integration with Wealthbox allows advisors to use single-sign-on and view client accounts from SEI’s platform on contact records in Wealthbox.

SEI accounts are shown on contact records in Wealthbox.

“We are thrilled to integrate Wealthbox into the SEI Wealth Platform, our end-to-end, transformative technology solution that provides advisors their preferred tools, positions them for growth, and empowers them to more effectively and efficiently help clients achieve their financial goals.”

Allie Carey

Managing Director for Independent Advisor Solutions, SEI

Get started with Wealthbox + SEI

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