Advisor Flipbooks

Flexible and comprehensive It connects you with the tech you need. Use some or all of our extensive platform. • Exhaustive suite of many programs advisors use—our integrated strategic partners cover the rest, including Redtail CRM and Envestnet MoneyGuide Pro ® program • Insight-filled wealth dashboards to help manage growth and risk • Sophisticated investment portfolios you build the way you want, using a models-based platform • Constantly-improving technology platform, regularly upgrading your ability to deliver advice Fully integrated It connects the software programs you need to each other. • Integrated custody-to-front office tech stack, all on one platform • One custodian, using SEI Private Trust Company (SPTC) 2 • Increased efficiency with integrated workflows • Straight-through transactions with eSignatures and approvals • Our many dedicated strategic and integrated partners help make Advice+ technology robust Easy to use It connects you and your clients to tech that's intuitive. • Comprehensive front-office tools on our platform from your tablet or in your office — Digital account open, proposal generation and model management tools • Broader household views of a client's wealth, including assets held away with permission from end investors, allowing for potentially better tax management • On-demand reports Experience led It connects you with your clients by delivering a digital experience that provides accessibly and empowers them to make informed decisions, with you. • Our new investor portal gives you a holistic view of your SEI book of business and offers your clients a comprehensive picture of their financial future • Customizable features allow you to brand the portal with your firm's logo and favicon to create a branded experience for clients and prospects • Relationship-building experience gives you the ability to: — Take a broader view of a client's net worth, including non-SEI accounts — See individual and household-level account information — Register prospects and run a proposal before they even become a client — Upload and store important documents within our secure document vault • Robust insights and dashboards to get a full scope of your SEI business In addition to providing comprehensive back, middle, and front office support, our technology works in concert with your advice to complete the Advice+ experience. 2 Custody and trust services provided by SEI Private Trust Company, a federally chartered limited-purpose savings association and wholly owned subsidiary of SEI Investments Company (SEI). 7

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