Wealthbox Announces Partnership with SEI | Wealthbox CRM

Blog/ Partner Updates

Wealthbox Announces Partnership with SEI

July 28, 2021

Wealthbox + SEI

Today we’re thrilled to announce a marketing and technology partnership between Wealthbox and SEI, a leading global provider of asset management, investment processing, and investment operation solutions.

The integration displays matching client accounts from SEI’s platform on contact record pages in Wealthbox. It also offers convenient single sign-on directly from a Wealthbox contact to the corresponding client in SEI.

The integration is live now and available for all SEI advisors who use Wealthbox, and is being jointly marketed to advisors by both SEI and Wealthbox.

Allie Carey, Managing Director for Independent Advisor Solutions by SEI

“As investors increasingly demand personalized investment planning, advice and support, it’s essential that advisors are armed with a simple, modern and powerful CRM to engage with and service their clients,” said Allie Carey, Managing Director for Independent Advisor Solutions by SEI. “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.”

Jeff Mello, President & CFO of Wealthbox

“Two great products have come together,” said Jeff Mello, President & CFO of Wealthbox. “Wealthbox is excited to work with SEI to promote an integrated technology offering that helps advisors manage their clients with ease and efficiency.”

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