The integration between Wealthbox and SEI allows users to see account details, balances, and positions for SEI clients on Wealthbox contact record pages — and SSO to those clients in SEI from Wealthbox.

Authorization

From the SEI user guide:

To initiate the integration between Wealthbox and the SEI Wealth Platform, the first step is to complete the Wealthbox integration form which authorizes SEI’s connect to Wealthbox for your firm.

  • The Wealthbox integration form can be obtained by navigating SEIAdvisorCenter.com, and launching the Manage Forms page under the “Business” menu.

  • Once on the Manage Forms page, select the Advisor Admin Forms radio button, select the Data Feed/ Download Forms drop down and select the Wealthbox Integration Form.

  • Complete the form and submit. Once the form is complete, a member of The Integration Specialists will contact you regrading next steps.

Enable the SEI integration in Wealthbox

From the three-dot menu in the top right corner of Wealthbox, click on "Applications", then click the "Settings" button for the SEI application as shown in the below screenshot.

On the SEI application page, simply click "Enable" to enable the file feed integration in Wealthbox, and click the "Save" button.

Once Wealthbox begins receiving files from SEI, a Wealthbox support representative will contact you to confirm the users who should have access to the data within the integration and will give those users access.

Additional details about this integration are available via the SEI Wealthbox Integration Guide.

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