Investor Services
Comprehensive investor communications and personal client support
Your clients expect – and industry regulators demand – that you provide timely, accurate account information:
- Up-to-date prospectuses
- Consolidated statements
- Performance reports
SEI processes client transactions and then reports all activity, via consolidated statements, performance reports and tax statements. With easy access to information, either by mail or online, SEI offers advantages you and your clients will appreciate.
- Automatically comply with regulations -- You’ll never have to worry about meeting mailing deadlines. SEI automatically mails key information directly to clients, such as activity and tax statements.
- Provide clients with full support -- Your clients will appreciate the ease and convenience of 24x7 online account access using the PortfolioAccess website, where they can securely view account balances, transactions, performance and statements. Or, they can call SEI to receive account information by phone.
- Enhance brand recognition -- You can brand quarterly performance reports as well as investor-approved marketing materials with your firm’s name. And, our newly-released goals-based reports show clients how they are doing in relation to their personal financial goals.
This is one area that can easily frustrate advisors and investors. SEI makes it easy to keep clients informed.