Case Study: SEI Investments Company achieves secure, white-label mobile wealth access with Mubaloo

SEI Investments Company - Customer Case Study

SEI Investments Company, a global provider of asset management and the SEI Wealth Platform, engaged Mubaloo to create a white‑label D2C mobile app for iPhone and Android that would give private banking customers secure, anytime access to their accounts. SEI’s existing web‑only portal did not meet modern mobile UX expectations, so the goal was a read‑only, easy‑to‑digest mobile experience that could be re‑skinned for partner firms.

Mubaloo prototyped the app with Proto IO, optimized SEI’s API for mobile performance, and built native iOS and Android versions featuring modular UI, universal navigation, device registration and no local data storage for security. Integrated into the SEI Wealth Platform, Mubaloo’s solution lets participating firms white‑label the app without costly in‑house development or support; end users can securely view portfolios, interactive charts, gain/loss and market value data, and NMG interviews with about 35 end clients confirmed clear demand for the service.

SEI Investments Company