SEI announced that SEI Advisor Network is now Independent Advisor Solutions by SEI.
The firm, which has been serving the independent financial advisor market for more than 25 years, has more than 7,500 advisors and $65.3 billion in advisors’ assets under management as of June 30.
The strategic business unit of SEI Investments Co. provides independent financial advisors with wealth management services through outsourced investment strategies, administration and technology services, and practice management programs.
According to Wayne Withrow, executive vice president of SEI and head of Independent Advisor Solutions, “our new identity represents the evolution of our technology, an expanded set of solutions and the future we have planned.”
SEI also announced that Independent Advisor Solutions is continuing its transition to the SEI Wealth Platform, a comprehensive, fully integrated, investment-agnostic technology solution that helps independent financial advisors streamline their business and spend more time with their clients.