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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.
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“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.”
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