|
|
Our Solutions
Doing business with SEI has numerous benefits for today's advisor striving to succeed in a dynamic world.
SEI ADVISOR WEALTH PLATFORM
Investor Wealth Solutions
Solutions designed to meet the needs of your clients.
Investment Strategies
SEI provides unique investment strategy offerings incorporating behavioral finance and implemented through a proven manager-of-managers structure. They include:
- Goals-based investment strategies
- Asset allocation mutual fund portfolios
- Traditional and Integrated Managed Accounts Programs
- Institutional mutual funds
- Alternative investments*
*With broker/dealer approval
Wealth Services
Additional services that SEI offers to meet the specific needs of your clients include:
- Checking and debit cards
- Securities-backed lending
- Donor-advised funds*
- Personal trust services*
*With broker/dealer approval
Investor Technology Platform
Your clients can directly access their accounts and other financial services on demand:
- Individual account look-up
- On-line transaction statement viewing
- On-line performance reporting viewing
- Quicken® download functionality
Accounting Administration & Reporting
SEI's operational specialists handle all of the processing and maintenance of your client's accounts including:
- Comprehensive account-level reporting
- Transaction processing
- Transaction statements
- Consolidated statements
- Account-level performance reporting
- Tax reporting
Advisory Business Services
Services to help you manage your business.
Client Administration
We make your business more profitable by handling comprehensive non-revenue-producing back-office operations such as:
- Custody
- Trade processing
- Portfolio rebalancing
- Fee Calculations, deductions and payment
- Systematic withdrawals
- Tax management implementations
- Transaction statements
- Performance reporting
- Tax reporting
Advisor Technology Platform
SEI provides a seamless technology and service offering to enable you to efficiently and effectively conduct business including:
- SEI BusinessBuilder Desktop Technology
-
Transaction and Form Wizards
-
Client aggregations
- Firm-level reporting
- Client- and firm-centric data
- Customizable marketing materials
- On-line proposal systems and investment policy statements
- On-line performance reporting
-
Case Management
A dedicated professional team of SEI experts provides support for investment questions and assistance on:
- Investment advice and planning
- Extensive product knowledge
- Proposal assistance
- Investment expertise
Practice Management
SEI provides you with industry insights, best practices and growth strategies to optimize your firm’s performance, including:
- Business planning
- Market positioning
- Growth strategies and lead generation programs
- Practice profitability and efficiency metrics
|
|
|
|
