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Decades ago, financial advice was all about the what: recommending investment products. Today, it’s about the why: helping people connect all pieces of their lives to their investments. 

The advice r(evolution) 

And while the demand for objective financial advice has grown, the resources to support independent financial advisors has not always kept pace. Until now. 

The advice you deliver is about more than managing wealth. With the right tools, you can provide your clients with a personalized and connected experience that powers confident decision making. 

Achieve + sustain financial freedom together

We provide a complete experience, offering integrated technology, flexible asset management, custody, and comprehensive services that help power wealth, build community, and protect futures.

This means advisors can deliver experiences that go beyond financial recommendations. It’s about more than advice. It’s Advice+. 

Understand why your clients do things; not just what they do.

Read the client piece

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Investment services provided by SEI Investments Management Corporation (SIMC). Platform services provided by SEI Global Services, Inc. (SGS). SIMC and SGS are wholly owned subsidiaries of SEI.

Custody services provided by SEI Private Trust Company (SPTC), a limited-purpose federal savings association and wholly owned subsidiary of SEI. 

Investing involves risk including possible loss of principal.