SEI Integration

6B are experienced integration partners for financial institutions working with SEI’s wealth and investment management platforms. We support connectivity with SEI Wealth Platform (SWP), advisory tools, custodial services, trading and settlements components, and SEI’s digital interfaces. From initial discovery and architecture through to development, deployment, and long-term optimisation, we provide integration solutions engineered for security, scalability, and regulatory compliance.

As a specialist financial technology partner, we help institutions unlock the full potential of SEI by enabling seamless interoperability between your digital tools, operational systems, and investment services.

Understanding SEI Integration

SEI is a global provider of wealth management technology, outsourced investment operations, and end-to-end portfolio administration services. The SEI Wealth Platform (SWP) consolidates core investment functions — including onboarding, account management, trading, rebalancing, portfolio modelling, compliance, reporting, and custodial services — into a unified, highly automated ecosystem. SEI is designed to support digital transformation for banks, advisers, asset managers, and institutional investors by delivering a single, scalable platform for managing client portfolios.

Integration with SEI is enabled through a combination of modern REST APIs, secure file-based data interfaces, event-driven updates, and structured reporting services. These tools allow external systems to access client, account, holdings, performance, and transaction data, as well as compliance and suitability information. SEI’s integration capabilities also support connectivity with financial planning tools, onboarding and KYC/AML platforms, CRM systems, advisory portals, and custom investor-facing applications. Built with strong authentication controls, encryption standards, and comprehensive auditability, SEI’s technical ecosystem allows for secure, compliant interoperability suitable for regulated financial institutions.

Our SEI Integration Process

At 6B, we deliver SEI integrations through a structured, end-to-end process that aligns your technical, operational, and regulatory requirements from the outset. The project begins with a discovery phase where we collaborate closely with your product, compliance, and operations teams to understand the workflows you need to support — such as onboarding, portfolio data retrieval, model portfolio management, account maintenance, or trading automation. We map these requirements to SEI’s available APIs, data interfaces, and update mechanisms to identify the most effective integration approach.

Following discovery, our architects design a secure, scalable integration solution tailored to your infrastructure and regulatory obligations. We consider critical aspects such as data models, authentication flows, encryption, audit trails, event routing, error handling, and performance requirements. Depending on your use case, our design may incorporate synchronous APIs for real-time account or holdings data, secure file-based synchronisation for valuations or reporting, or hybrid approaches combining event-driven and scheduled workflows.

Development is delivered using SEI-approved environments and 6B’s reusable integration components, which accelerate project timelines and ensure consistent engineering quality. We implement secure, validated data mappings, workflow logic, authentication modules, and exception handling to ensure safe, predictable interactions with SEI systems. Every integration undergoes extensive testing — from functional and performance validation to security hardening and regulatory compliance checks — ensuring reliability in high-security financial environments. Once deployed, we support go-live, operational readiness, monitoring setup, and ongoing optimisation as your platform evolves.

Benefits of SEI Integration

SEI integration provides substantial operational, regulatory, and customer-focused advantages for financial services organisations. Automated data exchange reduces manual intervention, accelerates administrative workloads, and improves accuracy across investment and advisory functions. Real-time or near-real-time access to account, holdings, and transaction information enhances decision-making and supports richer, more responsive digital experiences for advisers and investors.

Integrating with SEI also strengthens regulatory compliance by enabling consistent access to audit trails, suitability data, and structured, high-quality investment records aligned with FCA, MiFID II, AML, and Consumer Duty requirements. Operational efficiency increases as onboarding, rebalancing, reporting, trading, and settlement processes become more automated and standardised. The platform’s flexible, extensible architecture also supports future innovation—allowing firms to expand digital offerings, introduce new product lines, or scale their services without introducing unnecessary complexity.