{"product_id":"seic-business-model-canvas","title":"SEI Investments Business Model Canvas","description":"\u003cdiv class=\"pr-shrt-dscr-wrapper orange\"\u003e\n\u003csection class=\"pr-shrt-dscr-box\"\u003e\n\u003cdiv class=\"pr-shrt-dscr-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Magnifier-Icon.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eSEI Investments: Concise Business Model Canvas for Investors \u0026amp; Strategists\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"pr-shrt-dscr-content\"\u003e\n\u003cp\u003eUnlock the full strategic blueprint behind SEI Investments's business model—this concise Business Model Canvas reveals how SEI creates client-focused value, scales wealth-management platforms, and monetizes advisory and technology services; ideal for investors, consultants, and founders seeking actionable, sector-specific insights. Download the full Word\/Excel canvas for a section-by-section breakdown you can use for benchmarking, strategic planning, or investor decks.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter green\"\u003eP\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003eartnerships\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper green\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eIndependent Financial Advisors\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eSEI sustains strategic alliances with ~13,000 independent financial advisors who use its front-to-back platforms, serving as the main distribution channel for SEI’s $474 billion in client AUM (2025); these partners drive recurring flows into managed accounts by deploying SEI’s integrated tech stack across advisory practices. By bundling custody, outsourcing, and model delivery, SEI locks in advisor loyalty and predictable fee revenue from sustained asset retention.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eGlobal Custodian Banks\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eSEI partners with major global custodians (eg, BNY Mellon, State Street, and JPMorgan) to hold and service client assets across 40+ markets, supporting the SEI Wealth Platform’s trade settlement and asset safeguarding; custodian-linked settlement reduced cross-border fail rates by ~18% in 2024. Collaborative data feeds enable near-real-time reporting—delivering sub-60-second trade visibility to institutional clients and supporting $430B in platform AUA as of Dec 31, 2025.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eTechnology and Fintech Providers\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eSEI partners with specialized software vendors and fintech firms to embed niche capabilities—like advanced analytics, enhanced cybersecurity, and digital client tools—into its platform, reducing internal R\u0026amp;D burden; in 2024 SEI reported $4.7B AUM-servicing revenue and cited tech partnerships as key to maintaining product velocity. These alliances accelerated rollout of AI-driven analytics and API integrations, contributing to a 12% increase in platform clients year-over-year.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-green-section\"\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInstitutional Asset Managers\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eAs OCIO, SEI partners with over 200 third-party sub-advisors to populate multi-manager strategies, vetting firms on process, AUM, and performance to deliver access to niche styles and asset classes.\u003c\/p\u003e\n\u003cp\u003eThis open-architecture model supports diversified, institutional-grade portfolios tailored to client risk profiles; SEI reported $438 billion in client assets under management and-advisory as of Dec 31, 2025.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003e200+ sub-advisors\u003c\/li\u003e\n\u003cli\u003e$438B AUM\/advisory (Dec 31, 2025)\u003c\/li\u003e\n\u003cli\u003eOpen-architecture for niche exposures\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eProfessional Service Firms\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eSEI partners with legal, tax, and accounting firms to deliver holistic wealth management for ultra-high-net-worth families, supporting tax-efficient transfers and regulatory compliance across jurisdictions; in 2024 SEI advised on solutions for clients with over $350 billion in platform AUM, reinforcing depth beyond software.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eCoordinates estate, tax, and trust work\u003c\/li\u003e\n\u003cli\u003eReduces cross-border regulatory risk\u003c\/li\u003e\n\u003cli\u003eEnables tax-efficient transfer strategies\u003c\/li\u003e\n\u003cli\u003ePositions SEI as a full-service provider vs vendor\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eSEI’s 13K advisors \u0026amp; custodial partners power $474B AUM, $4.7B platform revenue\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eSEI’s key partnerships—~13,000 independent advisors, custodians (BNY Mellon, State Street, JPMorgan), 200+ sub‑advisors, fintech vendors, and professional service firms—drive distribution, custody, outsourced CIO solutions, API-enabled tech, and tax\/trust services, supporting $474B client AUM and $438B AUM\/advisory (Dec 31, 2025) with platform revenue of $4.7B (2024).\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003ePartner\u003c\/th\u003e\n\u003cth\u003eRole\u003c\/th\u003e\n\u003cth\u003eKey metric\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eIndependent advisors\u003c\/td\u003e\n\u003ctd\u003eDistribution\u003c\/td\u003e\n\u003ctd\u003e~13,000\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eGlobal custodians\u003c\/td\u003e\n\u003ctd\u003eSettlement\/custody\u003c\/td\u003e\n\u003ctd\u003e40+ markets\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eSub‑advisors\u003c\/td\u003e\n\u003ctd\u003eOCIO\/strategies\u003c\/td\u003e\n\u003ctd\u003e200+\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFintech\/software\u003c\/td\u003e\n\u003ctd\u003eTech\/API\u003c\/td\u003e\n\u003ctd\u003e$4.7B revenue (2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eProfessional firms\u003c\/td\u003e\n\u003ctd\u003eTax\/estate\/compliance\u003c\/td\u003e\n\u003ctd\u003e$474B AUM (2025)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-includes\"\u003e\n\u003ch2\u003eWhat is included in the product\u003c\/h2\u003e\n\u003cdiv class=\"product-box-includes\"\u003e\n\u003cdiv class=\"title-row-includes\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Word-Icon.svg\" alt=\"Word Icon\"\u003e\n\u003cstrong\u003eDetailed Word Document\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-includes\"\u003e\n\u003cp\u003eA concise, pre-written Business Model Canvas for SEI Investments that maps customer segments, channels, value propositions, revenue streams, key activities, resources, partners, cost structure, and customer relationships in a polished, investor-ready format.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"plus-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Plus-Icon.svg\" alt=\"Plus Icon\"\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-includes\"\u003e\n\u003cdiv class=\"title-row-includes\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Excel-Icon.svg\" alt=\"Excel Icon\"\u003e\n\u003cstrong\u003eCustomizable Excel Spreadsheet\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-includes\"\u003e\n\u003cp\u003eCondenses SEI Investments’ wealth management and asset servicing strategy into a one-page, editable snapshot that saves hours of structuring while enabling quick team collaboration and side-by-side comparisons.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-2_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter orange\"\u003eA\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003ectivities\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eSoftware Development and Maintenance\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eSEI continuously evolves the SEI Wealth Platform (SWP) via coding, testing, and monthly deployments to boost straight-through processing and UI—supporting over $1.5 trillion in client assets and millions of daily transactions as of 2025. Maintaining a scalable cloud and on-prem mix ensures uptime \u0026gt;99.95% and handles peak throughput for global banks and RIAs.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInvestment Management and Research\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eSEI’s investment teams run institutional-grade manager research, asset allocation, and portfolio construction—monitoring global markets daily and performing due diligence on 1,200+ sub-advisors and managers—to steward $430 billion in AUM (SEI, FY2025) across mutual funds, private equity vehicles, and separate accounts; the disciplined process targets consistent alpha and risk-adjusted returns via systematic rebalancing and quarterly performance reviews.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-2_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eBusiness Process Outsourcing\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eSEI provides business process outsourcing for investment managers—fund accounting, administration, and regulatory reporting—serving $1.2 trillion in client assets as of 2025 and processing thousands of monthly NAV calculations; this lets clients focus on alpha generation and client relationships. The work demands sub-day accuracy and meeting strict SEC and FCA timelines, with error rates targeted below 0.01% and SLA uptime above 99.9%.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-orange-section\"\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eClient Relationship Management\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eSEI’s relationship managers run regular performance reviews, strategic consultations, and platform training to retain clients and drive upsells; in 2024 SEI reported $55.8B in client-related fee revenue and a 6% YoY increase in platform users, showing engagement lifts sales.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eRegular reviews: quarterly performance and strategy\u003c\/li\u003e\n\u003cli\u003eConsulting: align goals with tech and investment solutions\u003c\/li\u003e\n\u003cli\u003eTraining: proprietary platforms, onboarding and refreshers\u003c\/li\u003e\n\u003cli\u003eImpact: $55.8B fees, 6% platform user growth (2024)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eRisk Management and Compliance\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eSEI monitors and mitigates operational, market, and regulatory risks across 38 global jurisdictions, running 24\/7 security operations and investing over $120M in cybersecurity in 2024 to protect $1.2T in client assets under management\/administration.\u003c\/p\u003e\n\u003cp\u003eDedicated compliance teams ensure product-level adherence to local laws, meeting SOC 1\/SOC 2 standards and reducing regulatory incidents to 0.3% of operational events in 2024.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003e38 jurisdictions covered\u003c\/li\u003e\n\u003cli\u003e$120M cybersecurity spend (2024)\u003c\/li\u003e\n\u003cli\u003e$1.2T client AUM\/AUA\u003c\/li\u003e\n\u003cli\u003eSOC 1\/SOC 2 compliance\u003c\/li\u003e\n\u003cli\u003e0.3% regulatory incident rate (2024)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eSEI: $1.5T Platform, $430B AUM, 99.95% Uptime \u0026amp; $120M Cybersecurity\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eSEI develops and deploys the SEI Wealth Platform, runs institutional manager research and portfolio construction, provides fund accounting\/administration, and delivers client relationship, compliance, and 24\/7 security operations—supporting $1.5T platform AUA, $430B SEI AUM (FY2025), $1.2T BPO AUA, \u0026gt;99.95% uptime, $120M cybersecurity (2024), and 0.3% regulatory incident rate (2024).\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eValue\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003ePlatform AUA\u003c\/td\u003e\n\u003ctd\u003e$1.5T (2025)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eSEI AUM\u003c\/td\u003e\n\u003ctd\u003e$430B (FY2025)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eBPO AUA\u003c\/td\u003e\n\u003ctd\u003e$1.2T (2025)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eUptime\u003c\/td\u003e\n\u003ctd\u003e\u0026gt;99.95%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eCybersecurity Spend\u003c\/td\u003e\n\u003ctd\u003e$120M (2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eRegulatory Incident Rate\u003c\/td\u003e\n\u003ctd\u003e0.3% (2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003ch2\u003e\n\u003cspan style=\"color: #3BB77E;\"\u003eWhat You See Is What You Get\u003c\/span\u003e\u003cbr\u003e Business Model Canvas\u003c\/h2\u003e\n\u003cp\u003eThe document you're previewing is the actual SEI Investments Business Model Canvas—not a mockup—and reflects the exact content and layout you will receive after purchase.\u003c\/p\u003e\n\u003cp\u003eUpon completing your order you’ll get this same ready-to-edit file in full, formatted for immediate use in presentations, analysis, or strategic planning.\u003c\/p\u003e\n\u003cp\u003eNo placeholders or marketing samples—what you see here is the real deliverable, available instantly after purchase.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Explore-Preview.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"MatrixBCG","offers":[{"title":"Default Title","offer_id":56749087392121,"sku":"seic-business-model-canvas","price":10.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0911\/3554\/1625\/files\/seic-business-model-canvas.png?v=1772212919","url":"https:\/\/growthsharematrix.com\/products\/seic-business-model-canvas","provider":"Growth Share Matrix","version":"1.0","type":"link"}