Issue link: https://info.seic.com/i/1475171
Don't take our word for it. Where we were moving from, the software worked some of the time and not others. We discovered that SEI automates all of that and so much more. Their software has been very user-friendly." — Scott from Dublin, OH SEI client for 3 years 1 Freedom Valley Drive P.O. Box 1100 Oaks, PA 19456 610-676-1000 seic.com/advisors Important information Scott first became a client in February 2019 Bob first became a client in December 2005 Information provided by SEI Investments Company (SEI). Platform services provided by SEI Global Services, Inc. (SGS). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. SGS and SPTC are wholly owned subsidiaries of SEI. Advisors interviewed represent a cross sample of advisors who were not compensated for providing their experiences. Their experiences and opinions are their own and may vary from other advisors working with SEI. Access to our advisor networking digital communities is provided as a part of the Advisor Benefits Program for gold and titanium tiers. For Financial Intermediary use only. Not for public distribution. Information contained herein is as of July 13, 2022 and subject to change. " It (SEI Wealth Platform SM ) works very well with the reporting system we use … and now, I think for the first time in 21 years, I think I have the whole technology package that will carry us forward, and we won't have to make many changes because the technology we are using is really, really good." — Bob from Wexford, PA SEI client for 16 years "