Advisor Flipbooks

With a single, integrated system, you can focus less on operations and more on creating a better experience for your clients. Experience-led Our new customized investor experience will provide the following to new advisors and their clients later this year: • Personalized features that help you connect more with clients and prospects anytime from any device • Relationship-building experience gives you the ability to: — View a client's total net worth, including non-SEI accounts — See individual- and household-level account information — Add your firm's logo and your contact information — Share documents securely between you and your clients — Invite prospects to sign up — Message clients quickly and informally on built-in chat feature • Interactive, insight-rich charts and graphs Fully integrated • Integrated custody-to-front office tech stack, all on one platform • One custodian, using SEI Private Trust Company • Increased efficiency with integrated workflows • Straight-through transactions with eSignatures and approvals • Our many dedicated strategic and integrated partners help make Advice+ technology robust Flexible and comprehensive • Exhaustive suite of many programs advisors use—our integrated strategic partners cover the rest • 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 Easy-to-use • Comprehensive front-office tools on our platform from your tablet or in your office, including 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

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