Unlocking the Future of Wealth Management: How Graphene Empowers Firms with Full Platform Control
The Evolution of Wealth Management Platforms
In today’s rapidly changing financial landscape, wealth managers face increasing challenges. From regulatory pressures to operational inefficiencies, firms must navigate complex systems while ensuring they deliver seamless, compliant, and high-value services to their clients.
Traditionally, many firms have relied on third-party investment platforms, sacrificing control over their data, costs, and client experience. But what if there was a way to own your platform, control your data, and future-proof your business?
This is exactly where Graphene steps in.
What is Graphene?
Graphene is a next-generation investment platform provider that enables wealth managers to transition from relying on external platforms to owning their own technology-driven investment ecosystem.
Instead of being locked into third-party systems with limited flexibility, Graphene gives firms the tools, integrations, and regulatory compliance support to operate their own Model B platform, all while leveraging SEI’s custodial framework for asset safekeeping.
How Graphene Works
Graphene functions as the operating system for wealth management firms, connecting seamlessly to SEI Investments Europe Ltd, a NASDAQ-listed custodian, while ensuring firms retain complete control over how they manage investments, client data, and regulatory compliance.
To better illustrate how Graphene integrates within the wealth management ecosystem, take a look at the following infographic:
This diagram highlights:
- Graphene as the Middleware: Acting as the central layer that connects SEI (custody) with wealth managers’ technology infrastructure.
- Data Ownership & Flow: Showing how Graphene manages client data, integrates with external providers, and maintains oversight.
- Compliance & Connectivity: Demonstrating how the platform ensures regulatory compliance and seamless API integration with key business functions.
Here’s how Graphene empowers firms:
Graphene vs. Traditional Third-Party Platforms
| Feature | Traditional Platforms | Graphene Platform |
|---|---|---|
| Control Over Data |  Limited |  Full Data Ownership |
| Custodian Flexibility | Restricted | SEI-Backed Custody |
| Compliance Integration | Fragmented | Built-In Regulatory Support |
| Customisation | Standardised | Fully Tailored Solution |
| Cost Efficiency | High Long-Term Fees | Scalable, Cost-Effective |
The financial industry is shifting towards greater customisation, control, and efficiency. Firms that take ownership of their investment platforms today will be best positioned for future growth.
By choosing Graphene, wealth managers can:
✅ Control their own investment platform without external dependencies.
✅ Ensure compliance and risk management with integrated tools.
✅ Streamline operations and reduce costs by consolidating technology and processes.
✅ Enhance client experience with a modern, seamless investment interface.
Wealth managers can no longer afford to operate within rigid, outdated structures. With Graphene, firms gain a future-proof platform that offers flexibility, efficiency, and full ownership over their investment proposition.
If you’re ready to take control of your platform and redefine your business, Graphene is the solution
”"Wealth managers shouldn’t rent their platform. They should own it."
Kevin MitchellCEO