2 Connecting you to what matters most
We have one goal—helping you be better—because our
success is tied directly to your success. That's why we've
built a platform on four key pillars designed to support
independent advisory businesses:
• Leading-edge advisor technology
• Custody and administration
services
• Flexible asset management
• Practice management and growth
resources
Let's get started.
We offer some of the most robust sign-on benefits in the industry. Just by
working with SEI, you begin with a host of resources that will give you the
advantage you need to jump-start your practice's growth—and gain access to
cost-saving services that can make a difference on your bottom line.
Four-tiered Advisor Benefits Program
• Core
• Gold
• Titanium
• Ambassador
"Quick Start" your benefit experience.
"Quick Start" is a path within the Advisor Benefits Program to begin to
accrue pricing discounts and other benefits immediately, with a commitment
to immediately begin growth into a Titanium-level tier or higher. Talk to your
SEI representative to learn more.
