Financial Management

Giving you the intelligence to make educated decisions 

Know exactly what your wealth is doing at all times. Our approach to financial management and monitoring revolves around visibility and clarity —always be able to view and fully understand your financial picture. Now you can make educated decisions.

Reports* include:

(Click images to enlarge)

Statement of
Net Worth

 Statement of
Net Worth
(Trended)

 Statement of  
Net Worth
(Pool View)

 Source & Use 
of  Cash

Tax Estimating Information

SEI’s financial management and monitoring includes:

  • Financial management reports, such as net worth and cash flow statements
  • Cash flow management and forecasting
  • Secure online access to reports and documents

Keeping you fully informed

We make sure you get a complete financial picture you can access anytime that outlines every transaction and demonstrates how your life’s goals are being met.

Comprehensive

See the value of everything you own in one statement. All your assets — everything from art to investments to real estate — is fully accounted. Your cash flow statements include transactions from all your accounts so you know just how much you are spending each month. Reports can be customized based on your needs and what’s important to you.

All your important documents, such as wills, trusts, insurance policies and tax returns are stored securely online, making everything easily available. For added convenience, you may grant access to your trusted advisors.

Aligned

Our primary objective is to match your wealth to your life’s goals. It’s crucial to understand how your assets are aligned to your goals so you can make better informed decisions to meet your financial and estate objectives.

  • Multiple views of your net worth statement allow you to see your wealth in a way that is most useful to the decision at hand
  • Cash flow reporting lets you know your spending is in line with your financial plan
  • Cash flow forecasting assists with future planning and tax preparation

Dynamic and Accessible

Access your latest financial information in a way you can use it. Your financial reports are always changing — you make new investments, values change, real estate is bought or sold, assets get re-titled or goals get adjusted. All net worth and cash flow reporting is updated continually and reported monthly. All reporting and document storage is provided on an easy to use secure website.

*  The information presented is taken from sources deemed to be reliable and accurate. There is no guarantee the numbers provided are exact.