Integrations /Custodial Platforms

Get started with 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.

Get started with Wealthbox + SEI

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