SEI’s financial management and monitoring includes:

• Consolidated Performance Reports
• Financial Management Reports such as net worth and cash flow statements
• Cash Flow Management
• Secure On-line Access to Reports
• Online Document Storage

Keeping you fully informed.

SEI uses a unique approach to effectively managing your finances. 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 and autos — is fully accounted. Your cash flow statements track transactions 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 with a click of a mouse.

Aligned

Our primary objective is to match your wealth to your life’s goals. It’s crucial to understand how your assets are being aligned to your goals so you can make better informed decisions to meet your financial and estate objectives. Cash flow reporting lets you know your spending is in line with your financial plan while cash flow forecasting assists with future planning and tax preparation.

Dynamic and Accessible

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 reporting and documents like wills, trusts, deeds and insurance polices are placed on a secure web-based platform with 24/7 access. You can also share documents on-line with lawyers, accountants and other trusted advisors.