SEI Investments

Finance

Free · Designed for iPad

SEI Investments is your digital window into your complete financial world, available exclusively through your wealth manager or financial adviser. It brings all your finances together in one secure app. Investments, savings, pensions, property, insurance, and spending. Giving you a single, trusted view of everything that matters. Here’s how SEI Investments helps you stay in control: • Track investments and portfolios with daily valuations, fund prices and performance updates. • See your income and spending in one place. Transactions are automatically categorised so you can understand your spending habits over time. • Compare spending against income to see what you can save, helping you reach your financial goals faster. • Stay on top of your property wealth with Land Registry price tracking, linked documents and insurance records – all stored securely and easy to find. • Make informed financial decisions, from “Can I afford this house?” to “When can I retire?” • Share peace of mind. With everything organised in one place, your loved ones can easily access key financial information if they ever need to. SEI Investments makes managing your finances simple, safe and stress-free.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

The developer, SEI, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Identifiers
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • SEI Global Services, Inc
  • Size
    • 3.2 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 15.0 or later.
    • iPhone
      Requires iOS 15.0 or later.
    • iPad
      Requires iPadOS 15.0 or later.
    • iPod touch
      Requires iOS 15.0 or later.
    • Mac
      Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2025 Moneyinfo Limited
  • Privacy Policy

    • More by SEI