Advisor Business Services
Tools and service that meaningfully impact your profitability
Ever feel frustrated by day-to-day tasks that eat up time you could be spending with your clients?
SEI efficiently handles even the most demanding back-office operations, including:
- Custody and trade processing
- Portfolio rebalancing and fee management
- Systematic withdrawals and tax reporting
- Tax-loss harvesting reporting
- Transaction statements and performance reporting
Outsource with SEI and start delivering what your clients want most – more time with you.
SEI provides you with the tools and technology to do just that.
- Easily evaluate progress -- Our secure, easy-to-navigate website, BusinessBuilder, makes it easy to evaluate how well your firm or a specific client is doing. You also have online access to transaction and form wizards, investment policy statements and performance.
- Make a lasting impression -- Enhancing materials with your brand just click away. Customizable marketing materials as well as proposals are available on the BusinessBuilder website, in addition to the latest investment insights and analysis from top financial experts at SEI.
- Feed data to Albridge, eMoney and more -- It’s easy to share data from our platforms with many of the industry’s client data management tools.
- Get personal service when you need it -- Have any questions? You can call our customer service team or your personal team liaison for help.
You're always state-of-the-art with SEI.