SEI Investments

Here is SEI Investments in plain terms. SEI provides asset management, investment processing, and investment operations solutions for institutional and personal wealth management. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

The natural audience is small and mid-sized companies. They also list Consulting, Financial Services, Funding Platform and Venture Capital, so expect those to show up in the feature set. As a very large company team themselves (5,000+ people), they tend to serve customers of a similar scale best. Bigger vendor, more process. Budget time for procurement.

SEI Investments is based in Oaks, Pennsylvania and founded in 1968. Their site is seic.com.

Our checklist for this category: response SLAs, onboarding, and what is billed per hour. Ask for a trial on your own data, not a canned demo.

Every review on Revaw shows how it was verified, so if you know SEI Investments well, your review carries weight here.