Wealthbox + SEI

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.

Recorded webinar

Wealthbox + SEI Present: Social CRM for Financial Advisors

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Help Center article

Help Center Article

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Blog post

Wealthbox Announces Partnership with SEI

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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.”

Allie Carey, Managing Director for Independent Advisor Solutions, SEI

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