5 Connecting you to what matters most
Core Gold Titanium Ambassador
Curated service and support
Business consultants and service teams × × × ×
Dedicated service liaison and pod structure × × ×
Access to SEI technology training specialists × × ×
Elite-level liaison, pod, and processing ×
Eligibility for check scanner in office ×
Pricing and cost benefits
Strategic partner discounts × × × ×
In-kind transfers and zero-cost liquidations/trades × × × ×
Discounted account aggregation services × × ×
Access to technology coaching and strategic partner integration × × ×
Reduced pricing for investment programs × ×
Small account fee waiver for all new accounts under $50,000 × ×
Investment and advanced planning support
Individual and large opportunity analysis and support × × × ×
Quarterly investment review kits and other support materials × × × ×
Individual tax return observation and analysis × × ×
Personal Trust Services advanced planning and modeling × ×
Priority access to all Investment Services Team deliverables ×
Networking and business-building connections
Educational webinars and events × × × ×
Access to Growth Lab, on-demand practice management toolkits × × × ×
Practice management consulting and coaching Group
Limited
one-on-one
× ×
Access to Advisor Communities for peer-to-peer networking × × × ×
Invitation to SEI Select Advisor Summit national meeting × ×
