Integrations /Custodians & Portfolio Management
Get started with Wealthbox + SEI
Modern CRM integrated with an advanced wealth management platform.
Integrations /Custodians & Portfolio Management
Modern CRM integrated with an advanced wealth management platform.
Overview
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.Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
