Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
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MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

SEI Management

seic.com

Asset managersInvesting and wealth

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
1,205 of 2,219
its rank by overall score
Place in its category
11th of 20 asset managers
Closing balance

Named in

0of 60, its tower is dark

by 0 of 4 assistants

Statement note

What this means for SEI Management

AI assistants do not name SEI Management in any of their 60 answers, while the typical company in its sector is named in 0.8% of answers. SEI Management has an overall score of 28 out of 100, ranking 1,205th of 2,219 companies. Its website passes 5 of 14 technical checks for readiness with AI tools.

We asked 15 unbranded questions about its market, so no question mentioned SEI Management by name. AI assistants named it in none of the 60 answers. Counting only how often it is named, it ranks 120th of 238 in its sector. The typical investing and wealth company is named in 0.8% of answers.

Named fewer than three times in total. Read this as a sign that AI assistants rarely bring this company up, not as an exact comparison with its peers.

Overall score
28Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality87
  • AI readiness36
Summary of account
Named by AI in
0.0%
0 of 60 answers
Share of mentions
0.0%
of the mentions of it and its 5 peers
AI readiness
5/14
technical checks passed. Typical for its sector: 4
Rank in its sector
104 of 238
by overall score, where the typical investing and wealth company scores 28

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Line itemsSection 01

Every question, and where the company came up

SEI Management came up on 0 of 15 questions. Open any window to read that answer.

  1. 01Differences between cloud-based and on-premises platforms for financial advisors0/4
  2. 02What are the best end-to-end technology platforms for asset managers in the US?0/4
  3. 03How to address data integration issues in wealth management software?0/4
  4. 04What technology trends are reshaping the US financial services industry in 2024?0/4
  5. 05Does partnering with a single provider make sense for streamlining financial operations?0/4
  6. 06Common problems when implementing new portfolio management technology0/4
  7. 07Alternatives to all-in-one technology solutions for investment managers0/4
  8. 08Best options for modular investment reporting tools0/4
  9. 09Top investment operations solutions for institutional investors0/4
  10. 10Ways financial institutions use automation to drive operational efficiency0/4
  11. 11Are integrated investment and technology solutions worth it for mid-sized banks?0/4
  12. 12How do outsourced wealth management platforms compare to in-house technology solutions?0/4
  13. 13How do fee models for outsourced financial operations platforms usually work?0/4
  14. 14How can asset managers leverage technology for better compliance reporting?0/4
  15. 15Typical costs of investment technology solutions for small advisory firms0/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 0/15Gemini: 0/15All assistants: 0/60
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

Transaction detailSection 02

What Claude actually said

The company is not named in this answer

Claudedid not name the company

“What are the best end-to-end technology platforms for asset managers in the US?”

I'll search for information about the best end-to-end technology platforms for asset managers in the US.I can see my initial search returned mostly IT and general asset management platforms. Let me search more specifically for financial asset management platforms used by asset managers.Let me do one more search to get information about other major platforms.Based on my research, here are the best end-to-end technology platforms for asset managers in the US:

Major Full-Stack Platforms

BlackRock Aladdin is an end-to-end investment management platform that provides risk analytics, portfo …

The AI’s answer as we received it, shortened and not checked for accuracy.

PayeesSection 03

Where the mentions went

The companies these answers named, and how the mentions were split between this company and its peers.

Named instead

CompanyTimes named
  1. 01
    SS&C Technologies
    3
  2. 02
    Envestnet
    1

Share of mentions

CompanyShare
  1. SS&C Technologies
    50.0%
  2. Envestnet
    20.0%
  3. FIS Global
    20.0%
  4. Broadridge Financial Solutions
    5.0%
  5. BNY Mellon Pershing
    5.0%
  6. SEI Management
    0.0%
ReferrersSection 04

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    ones.com
    9
  2. 02
    limina.com
    6
  3. 03
    fundcount.com
    5
  4. 04
    worldmetrics.org
    5
  5. 05
    gitnux.org
    5
  6. 06
    ibm.com
    5
  7. 07
    mckinsey.com
    4
  8. 08
    simcorp.com
    4
  9. 09
    finantrix.com
    4
  10. 10
    orion.com
    3

SEI Management is in the study as an asset manager.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Claude
0/15
Gemini
0/15
OpenAI
0/15
Perplexity
0/15
Market comparisonSection 06

How SEI Management compares with all 2,219 companies

Every tower is a company in the study, taller for a higher overall score and lit where AI assistants named it. Its own group stays lit. Hover a tower to see it, and click to open it.

What makes up the score

Each part is scored out of 100.

Visibility
0

How often AI assistants name the company, and how that compares with its peers

Citations
0

How often AI uses the company's own website as a source

Sentiment
50

How positively AI describes the company

Site quality
87

How well built the website's own pages are

AI readiness
36

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Against its sectorSection 07

Compared with investing and wealth companies

238 companies in this sector. The gold tick on each bar is the typical company.

Overall score
28
Ranks 104 of 238. Typical company: 28
Named in answers
0.0%
Ranks 120 of 238. Typical company: 0.8%
AI readiness
36
Ranks 15 of 238. Typical company: 29
Against its categorySection 08

Compared with asset managers

20 companies in this category. The gold tick on each bar is the typical company.

Overall score
28
Ranks 8 of 20. Typical company: 28
Named in answers
0.0%
Ranks 9 of 20. Typical company: 0.0%
AI readiness
36
Ranks 1 of 20. Typical company: 25
AI agentsSection 09

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 1: Basic web presence. Two of robots.txt, a sitemap and Link headers are in place.

To reach level 2:
  • Content Signals
Can an AI agent check out here?

Not by itself. SEI Management publishes none of the agent payment protocols we look for. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPNot present
  • AP2Not present
  • ACPNot present
  • UCPNot present
Interfaces for AI agents
  • MCP Server CardNot present
  • A2A Agent CardNot present
  • Agent SkillsNot present
  • API CatalogNot present
  • llms.txtPublished
  • WebMCPCould not check
Show every check, for your technical team
Discoverability
77 of 100
  • robots.txtPassed

    A valid robots.txt with crawl rules at the site root.

    study: 86.1%
  • SitemapPassed

    An XML sitemap listing the pages, ideally referenced from robots.txt.

    study: 87.9%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 1.5%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 4.3%
Content accessibility
50 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 6.2%
  • llms.txtPassed

    An llms.txt that tells language models what the site offers.

    study: 31.0%
Bot access control
63 of 100
  • AI bot rulesPassed

    Explicit robots.txt rules for AI crawlers such as GPTBot, ClaudeBot and PerplexityBot.

    study: 92.7%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 2.3%
  • Web Bot AuthNot present

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
0 of 100
  • API CatalogNot met

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryNot met

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceNot met

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdNot met

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardNot met

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardNot met

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsNot met

    Publish a skills index with the main tasks agents can do.

    study: 1.0%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 0.0%
  • ARD manifestNot met

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 43 of 100 · 97% of checks could run · checked on October 9, 2026 · www.seic.com · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

5 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Show the 14 checks

Discoverability

  • Passedrobots.txt publishedstudy: 85.1%
  • PassedXML sitemapstudy: 79.4%
  • Not metHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Passedllms.txt publishedstudy: 28.1%
  • PassedToken budget (page weight)study: 97.3%

Bot Access Control

  • PassedExplicit AI bot rulesstudy: 11.5%

API / Auth / MCP

  • Not metAPI Catalog (.well-known/api-catalog)study: 1.1%
  • Not metOAuth Authorization Server discoverystudy: 5.2%
  • Not metOAuth Protected Resource discoverystudy: 4.6%
  • Not metMCP Server Cardstudy: 0.2%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 0.3%
  • Not metAgent Skills declaredstudy: 0.1%
AI crawlersSection 11

What AI crawlers may read (robots.txt)

This website sets rules for 5 AI crawlers by name. All others follow its general rules.

Training AI

  • GPTBot*allowed
  • ClaudeBot*allowed
  • Anthropic-AIpartly
  • Google-Extended*allowed
  • Applebot-Extendedpartly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBot*allowed
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBot*allowed
  • Applebotpartly
  • Amazonbotpartly
  • YouBotpartly

Answering questions

  • ChatGPT-Userpartly
  • Claude-Userpartly
  • Perplexity-Userpartly
  • DuckAssistBotpartly
  • MistralAI-Userpartly

Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.

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End of statement
All 2,219 companiesHow we measured this
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