SEI Unveils Advanced Tax Management Innovations for Investments

SEI Launches Enhanced Tax Management and Overlay Capabilities

SEI® (NASDAQ:SEIC) has announced a noteworthy expansion of its tax management and overlay services, tailored specifically for separately managed account (SMA) and unified managed account (UMA) solutions. This development aims to give financial advisors enhanced control and transparency over tax-management customization, thus providing immediate and long-term benefits for their clients' investments.

Overview of the Enhancements

With nearly two decades of expertise in tax overlay services, SEI has fortified its commitment to tax minimization, a priority identified by 73% of high-net-worth advisors according to recent studies. The expanded capabilities include:

1. Tax Transition Analysis: Helping advisors transition existing securities, including individual stocks and exchange-traded funds (ETFs), through rigorous tax analysis that considers potential portfolio impact.
2. Coordinated Trading Management: Integrating single-strategy SMAs and multi-manager UMAs for optimized trading practices to prevent wash sales while maximizing portfolio allocations.
3. Capital Gains Budgeting: Establishing an annual budget targeting a maximum for capital gains realization, which aids in strategic tax planning and control.
4. Automated Tax-Loss Harvesting: Utilizing daily security-level analysis to identify opportunities for realizing capital losses, thus aiding in tax optimization.
5. Investor-Centric Reporting: Introducing an Estimated Taxes Saved Report that comprehensively quantifies tax savings year-to-date and since inception, enhancing client engagement.

Impact on Advisors and Clients

Erich Holland, Head of Client Experience for SEI's Advisor business, highlighted that these enhancements are integral to simplifying tax management complexities and empowering investors. He states, "Tax management is part of our DNA, not just a feature. Our goal is to set a new benchmark for optimizing modern portfolios by allowing advisors and clients to transition their portfolios with increased agility. This will lead to significantly improved after-tax outcomes."

Holland further elaborates on the importance of tax optimization, emphasizing that taxes can substantially reduce investor returns. For advisors, every dollar saved through these strategies not only strengthens their client relationships but also differentiates their service offerings in a competitive market.

SEI’s Commitment to Wealth Management

As a leading global provider of financial technology, operations, and asset management services, SEI customizes its solutions to help clients effectively allocate their resources—whether that be capital, time, or talent. The firm manages, advises, or administers approximately $1.8 trillion in assets as of September 30, 2025.

The company's continuous evolution reflects the ever-increasing complexity of wealth management while striving to meet the demands of today’s investors, particularly those in high-net-worth brackets. The recent enhancements to their tax management services are a clear demonstration of this mission.

Conclusion

SEI's latest tax management innovations not only position the firm as a leader in the financial technology landscape but also signify the growing importance of tax considerations in investment strategies. By leveraging these capabilities, advisors can deliver substantial value to clients, ensuring a more favorable after-tax investment experience while promoting sustainable business growth.

For more details on SEI's offerings, visit seic.com.