SEI Investments

LifeYield is a Boston-based software company that empowers financial firms, advisors, and investors to optimize their portfolios. Its platform offers tools such as Portfolio Advantage, Social Security Advantage, and Income Advantage to provide a comprehensive view of assets, enabling tax-smart strategies for improved financial health.

TIFIN is a platform that develops and operates fintech companies specializing in wealth management, investments, and personal finance. It leverages investment intelligence, data science, and technology to create intelligent products tailored to individual investors.

Altigo is a cybersecurity and open-source software that enables secure electronic alternative investment transactions between asset managers, wealth advisors, custodians, and transfer agents by utilizing online technological tools and digital workflows.

Oranj offers a wealth management platform aimed at enhancing the relationship between financial advisers and their clients. It provides a user-friendly dashboard that consolidates clients' financial information and goals into a single login environment. The platform aggregates data from over 25,000 financial institutions, allowing users to track their progress towards goals, monitor monthly cash flow, and access a secure document vault. Additionally, Oranj includes collaboration tools that facilitate communication between clients and advisers, enabling personalized investment strategies and efficient trading and rebalancing. By streamlining the financial management process, Oranj empowers clients to make informed financial decisions and engage effectively with their advisers.

ForwardLane Inc. is an artificial intelligence company based in New York, specializing in providing digital advisory and distribution solutions for wealth management, asset management, and commercial banking. Founded in 2014, the company has developed a patented AI-powered insight platform that leverages natural language processing to synthesize data and generate actionable insights for financial advisors and fund distributors. This platform acts as a virtual analyst, analyzing client data daily to identify growth opportunities and enhance client engagement. ForwardLane also offers tools like the A1 signal engine, which automates insights, and ForwardLane Goal Miner, designed to extract financial goals from unstructured data. With additional locations in London and a development center in Fort Lauderdale, ForwardLane aims to streamline decision-making processes for financial institutions, enabling them to transform complex data into meaningful intelligence and foster proactive client interactions.

NorthStar Systems International, Inc. provides wealth management software solutions to financial services institutions primarily in the United States. Its solutions include NorthStar Client Acquisition Solution that allows asset managers and wealth management firms to provide their advisors the client profiling and communication tools; NorthStar Client Reporting Solution, which enables wealth managers to offer reports and reviews for clients; NorthStar Compliance Solution that offers compliance systems' functionalities; and NorthStar Product Catalog Solution, which allows wealth managers to build customized portfolios. The company also offers client hierarchy, enterprise product hub, planning and portfolio construction, data, and platform services; and professional and technical support services. Its solutions allow users to automate and streamline their wealth management workflows. The company serves financial advisors, wealth managers, banks, trusts, broker-dealers, multi-family offices, and service providers. It delivers its solutions on-premise or on-demand. The company was founded in 2001 and is based in San Francisco, California.