With so much time and money going
toward buying and maintaining
vendors, advisory firms find
themselves in the technology
business, rather than in
the advisory business.
› More than two-thirds of firms are
using more than four vendors to
run their businesses
1
- Integrating these systems
takes time
- Multiple vendors, complications
and trade-offs are likely
› Formerly reliable solutions may
require expensive or complicated
upgrades
- Each change can create new
rounds of coordination and
compromise
- Creating in-house teams to
oversee systems can be costly
The SEI Wealth Platform can
change that: it's one powerful,
integrated solution designed
to systematize independent
advisory firms.
Does this look like your business?
UPGRADE SYSTEM ADDITIONAL SYSTEM
ADDITIONAL STAFF
+
Document
Management
CRM
Analytics/
Research
Financial Planning
Rebalancing
Advanced
Reporting
Advanced
Portfolio
Management
Reporting/
Portfolio
Management
Custodian
YOUR FIRM
+ +
Aggregation
Sta†
Sta†
Sta†
Sta†
5 activities that make
advisory firms less efficient
› Juggling multiple technology systems
› Managing operations
› Working with several investment providers
› Using more than one custodian
› Keeping up with regulatory requirements
1
IN Research and Oranj, "DIGITAL DNA 2.0, How advisers can maximize trends in advisory technology," InvestmentNews Research, September 26, 2018
