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Manage relationships, not accounts, with a solution built around households.

Save time and reduce errors with straight-through processing and a platform that tracks activities in one central location.


Analyze your relationships with big-picture views and drill-down capabilities, so you can click to instantly see more information.


Understand your earning potential with near real-time visibility across your entire book of business.


Make better decisions and proactively manage each relationship with activity, accounting and performance information all in one place.


Know your customer and exceed client expectations through goals-based planning and tracking.


Better advise clients by analyzing their goals and understanding the steps needed to achieve them.


Services provided by SEI through its affiliates and subsidiaries.

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