Portfolio Evaluator

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Portfolio evaluator helps you identify best fit investment strategies for your clients.
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See how comprehensive filters, paired with market insights, work to provide a highly-personalized consideration set.

The Portfolio Evaluator is designed to help you identify best-fit investment strategies for your clients no matter their timeline or goal. A streamlined investment research process can help you make efficient and informed decisions, together with your clients.

Three key benefits

Choice: Intuitive technology with advanced filtering capabilities empower you to explore and select investment strategies with a true sense of autonomy.

A connected experience: The tool is seamlessly integrated within the Advisor Center, creating a unified experience and eliminating the hassle of managing separate logins.

Expert insights: Access market research and investment commentaries provided by our Investment Management business, designed to help you gain perspective.

Portfolio Evaluator in action

Watch this special edition '6 in 60' episode as Jeff Benfield, Head of Advisor Solutions, dives into 6 ways this tool can help enhance client conversations in 60 seconds.

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Welcome to the third episode of 6 in 60—your quarterly digest of updates and enhancements to SEI’s advisor technology. I’m Jeff Benfield, Head of Advisor Solutions.

In this special episode, we’re introducing Portfolio Evaluator, a new digital experience for you to easily find and compare our investment strategies.

Let’s cover six ways this tool can enhance your client relationships in 60 seconds or less.

One: The Portfolio Evaluator provides a clear, intuitive interface that helps you explore a wide range of investment options to help deliver personalized solutions.

Two: Access expert market research and insights provided by our Investment Management Unit, to help you confidently guide your clients with timely information.

Three: Advanced filtering capabilities allow you to toggle between different attributes and quickly narrow down potential investment options aligned to your clients’ needs.

Four: Easily view all the information you need on our investment strategies including managers, factsheets, and holdings – all in a single source.

Five: Experience the ease of a unified platform as Portfolio Evaluator is seamlessly integrated into the SEI Advisor Desktop.

Six: Finally, and perhaps most importantly, Portfolio Evaluator streamlines your research process, helping you to efficiently determine which investment strategy aligns with your client’s tax sensitivity, risk tolerance, and goals.

Look for exciting updates as the quarter continues.

Search, select, compare.

Whether you're seeking a ready-made solution or a custom portfolio, evaluating your options has never been easier.

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Important information

Platform and technology services provided by SEI Global Services, Inc. The information contained in Portfolio Evaluator should not be considered investment advice and is intended for educational purposes only.