3 Connecting you to what matters most
Core Benefits
Premier support isn't just reserved for the biggest practices. Leverage a
broad array of benefits designed to support your business and position you
for future growth:
Gold Benefits
For advisors actively growing their business with SEI by $10M in Total Platform Assets (or $5M in
SEI AUM).
Get all the benefits of Core, plus additional resources and services to help
your growing business:
• Advisor business consultants and dedicated service teams
• Access to the SEI Advisor Center website for full client and
business data
• Advanced Client Reporting capabilities, including firm
branding
• Invitations to educational webinars and events, including
Discovery Forums
• SEI Advisor Transition Team access to help you truly transform
your business and realize the benefits
of a dedicated project support team
• On-demand practice management courses through the SEI
Growth Lab
• SEI Investment Services Team support (for cases over $1
million)
• Access to Strategic Partners on CRM, financial planning,
risk profiling, and compliance technology, as well as other
business-building alliances
• Access to nearly 50 integrations partners across third-party
technology systems
• SEI Institutional Referral Program
• Access to group practice management consulting and
coaching sessions
• Access to SEI Communities for peer-to-peer networking,
learning, and sharing
• Dedicated service liaison and pod-structure support team
• Individual tax return observation and analysis services
(opportunities over $500 thousand)
• Access to cohort-based practice management programs to
build and implement workflows
• Access to limited one-on-one practice management consulting
• Access to firm-branded statements and other marketing
materials
• Discounted account-aggregation services
• Access to SEI technology training specialists
