America’s Best TAMPs Showcase - Flipbook - Page 44
2026 AMERICA’S BEST TAMPS
TM
SEI
Erich Holland
Head of Wealth
Advisor Client Team
SEI • One Freedom Valley Dr, Oaks, PA 19456
www.seic.com/advisors
SEI delivers technology and investment solutions that connect the
financial services industry. With capabilities across investment processing,
operations, and asset management, SEI works with corporations, financial
institutions and professionals, and ultra-high-net-worth families to help drive
growth, make confident decisions, and protect futures.
SEI’s Advisor Business has
been serving the profession of
advice for more than 30 years,
building solutions that sit at
the intersection of investments
and technology. And for all
of those three decades, our
mission has never wavered:
to help independent advisors
more intelligently deploy their
capital to grow their business
and power their clients’
success.
We help advisors manage
uncertainty by connecting
investment solutions to
investor goals, which is why
we took critical steps in
2023 toward harmonizing
our investment offering to
provide advisors with greater
flexibility and investment
choice. We also expanded
our new investor portal with
financial account aggregation
and a secure vault, and
launched a mobile app to
experience those benefits onthe-go, creating a smoother
experience for investors.
Our asset management
and technology capabilities
provide advisors with three
critical things: efficiency, atscale specialization, and value.
Because we believe that by
unlocking the full potential of
the combination of technology,
people and process, we can
help advisors and investors
make more confident
decisions.
As of December 31, 2025, SEI manages, advises, or administers
approximately $1.9 trillion in assets. Our Advisor business delivers
technology and investment solutions that provide a personalized wealth
management experience for financial intermediaries and their clients,
helping advisors more intelligently deploy their capital. The integration
of technology, investment flexibility, custody services, and practice
management tools connects advisors to their clients and empowers
confident decision-making for their financial futures, while enabling
business efficiency.
We do this by integrating four key services into one seamless experience:
• A flexible investment platform that includes ETF strategies, mutual fund
strategies and curated separate account strategies (SMA & UMA);
• Technology that handles a comprehensive suite of back- and middleoffice investment support services;
• An open-architecture custody platform; and
• Actionable practice management tools SEI works with more than 6,700
financial advisors and supports approximately $126.5 billion* in advisors’
total platform assets (*as of December 31, 2025).
For more information, visit seic.com/advisors. SEI is ranked as one of
the top U.S. Advisory Third-Party Managed Account Providers (Cerulli
Associates, Q4 2022). SEI is a publicly traded company and is listed on the
NASDAQ under the symbol SEIC.
STR AT E G I C F E AT U R E S
INTEGRATION WITH
3RD-PARTY PLATFORMS
INVESTMENT POLICY
STATEMENTS
ACCOUNT AGGREGATION
PRODUCTIVITY
ACCOUNT REBALANCING
New business contact:
Erich Holland, Head of Wealth
Advisor Client Team
Phone: (888) 734-2679
Email: AdvisorInfo@seic.com
Website: www.seic.com/
advisors
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Erich Holland
Head of Sales and
Experience
Type of Program: TAMP,
managed account solutions
(SMA & UMA), strategist
portfolio solutions, advisordirected
Total Assets in Program:
$126.5 billion
Year Program Began: 1993
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
Mutual fund and ETF
models, UMAs/multi-strategy
accounts, equity SMAs,
fixed-income SMAs, direct
indexing SMAs, alternative
strategies, tax-sensitive and
tax-managed strategies,
target-risk and goals-based
strategies, advisor-directed
and advisor-as-PM
Platform Tracks Client
Holdings: Yes
Program Compatible for:
Regional broker-dealers,
independent broker-dealers,
hybrid RIAs, RIAs
CLIENT-FACING
PERFORMANCE REVIEWS
IPHONE OR ANDROID APP
CLIENT PORTAL
MARKETING SUPPORT
COMPLIANCE TOOLS
MODEL MARKETPLACE
Optimized for Tax Trading
Efficiency: Yes
CUSTOMIZED PORTFOLIOS
PRIVATE LABELING
Sleeve-Level Reporting: Yes
CUSTOM REPORTING SUITE
RESEARCH & DUE DILIGENCE
Program Links to a
Trade Execution or Order
Management System: Yes
RISK MANAGEMENT TOOLS
DIRECT INDEXING
SUCCESSION PLANNING
FINANCIAL PLANNING TOOLS
TAX-LOSS HARVESTING
INSTITUTIONAL CLIENT SUPPORT
UNIFIED OR SMART BILLING
44
Proposal / IPS: Yes
Asset Allocation
Methodologies: Strategic,
dynamic, tax-aware, taxmanaged, goals-based
