Issue link: https://info.seic.com/i/1475171
I didn't know you did that! We get this a lot. Our comprehensive advice infrastructure provides significant value, whether it's technology, custody, or practice management. A reliable strategic partner. As a well-capitalized, well-established company, SEI has the resources, talent, and industry experience to deliver. Our goal is to be a consistently reliable strategic partner and a natural extension of your practice. No sacrifices. Being on your own can be daunting. We provide comprehensive resources so that you never have to feel you've sacrificed that quality of support to be independent. From practice management to our active RIA communities that help you grow and stay connected, our promise goes beyond the platform. It's easy. Easy to transition to SEI. Easy to run your business without operational distractions. Easy-to-use tech that connects seamlessly to custody, while helping you build stronger client connections. We provide: You get: Techstodian SM approach to custody More comprehensive view of your clients' wealth; no assembly required Dedicated, service-oriented relationship team Deep resources that empower your independence, not drag it down Alignment of interests A strategic partner focused on supporting you, not competing with you Tech that powers wealth Integrated but modular tech; use as much or as little as you need A connected experience, no matter your firm size Personalized approach Proactive service model Dedicated service and relationship team Culture of service Continuity of relationship support Ask about our business transition services!