Intuitive technology with advanced filtering capabilities empower you to explore and select investment strategies with a true sense of autonomy.
Explore investment strategies.
Deliver a highly-personalized consideration set.
A streamlined investment research process can help you make efficient and informed decisions, together with your clients.
See how the Portfolio Evaluator tool combines comprehensive filters and market insights to help you identify best-fit investment strategies for your clients, no matter their timeline or goal.
Key benefits:
The tool is seamlessly integrated within the Advisor Center, creating a unified experience and eliminating the hassle of managing separate logins.
Access market research and investment commentaries provided by our Investment Management Unit, designed to help you gain perspective.
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Connect to what matters most. Learn how together we can help power wealth, build community, and protect futures.
Important information
The Investment Management Unit (IMU) is a team within SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.
Platform and technology services provided by SEI Global Services, Inc. (SGS). SIMC and SGS are wholly owned subsidiaries of SEI Investments Company (SEI).
The information contained in Portfolio Evaluator should not be considered investment advice and is intended for educational purposes only.
SMAs are offered through the Managed Account Solutions Program.
Neither SEI nor its subsidiaries provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; (iii) you should seek tax advice based on your particular circumstances from an independent tax advisor.