Advisor Flipbooks

Made for independent advisory firms We have created a flexible, easy-to-use solution that integrates the services you need. With a single window into your business, you can focus on growing your firm, not your operations. Flexible › Link to preferred third-party systems like CRM and financial planning programs › Build sophisticated, scalable investment portfolios using a models-based platform on SEI's open-architecture system Easy to use › Access comprehensive front-office tools, on your tablet or in your office, on our cloud-based platform › Manage a client's total wealth with true household views and better tax management › Quickly generate on-demand reports Truly integrated › Consolidate custodians using SEI Private Trust Company › Increase efficiency with integrated workflows: the SEI Wealth Platform combines workflows from a CRM system, a financial planning tool AND a custodial platform › Stay current with automatic updates that don't incur additional fees One powerful, integrated system YOUR FIRM'S PREFERRED SYSTEMS Practice Managetment SEI's Investment Process CRM Financial Planning Top features Unified managed account structure › Provides an aggregated household view of your client and enables you to manage multiple models within a single account No trade reconciliation › Straight-through processing alleviates manual trade and settlement date reconciliation Tax planning what-if scenarios › Real-time tax impact analysis across all client accounts Firm-level dashboards › Customizable views of a firm's AUM, fee revenue and IRA services Fee management › Automated advisory fee calculation and fee dashboard

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