Issue link: https://info.seic.com/i/1490664
3 1 SEI Fixed Income Portfolio Management is a team within SEI Investments Management Corporation (SIMC). 2 Banking services provided by The Bancorp. 3 Security-backed lending offering by The Bancorp and Nationwide Smart Credit powered by Supernova Technology™ 4 Trading fees and platform fees are pursuant to the applicable fee schedule in the account application. Advisor business services Custody and technology Business transition • Dedicated project management team • Client segmentation • Project planning • Completion of IPS and proposals • Completion of all account opening paperwork • Assist in client meetings • Advisor acquisition and succession program Powered by the SEI Wealth Platform • Fully owned and integrated custody services • Outsourced administration services • No trading fees 4 • No IRA fees • Automated trade processing • Auto fee calculation and deduction • Systematic withdrawals • Portfolio rebalancing • Models-based platform with investment flexibility • Householding • Unified Managed Accounts (UMA) • Proposal system • Tax-loss harvesting • Tax reporting • Integrated workflows and approvals • Advisor and administration custom dashboards • Online account app with e-signature • Advanced performance reporting • Goals-based client statements • Account aggregation • Investor website • Comprehensive downloading capabilities • Deep integration with CRMs and financial planning tools Marketing and growth programs • Access to the SEI Growth Lab • Investor-approved seminars • Research papers, toolkits and commentaries • Quarterly investment reviews • Coaching and growth programs • Monthly "What's New @ SEI" Newsletter • Market positioning and branding • Monthly webinar series • Thought leadership through our Ideas from the lab Blog, LinkedIn, Facebook and Twitter Case management • Investment advice, planning and presentation support • Experienced team of CFAs, CFPs and CPAs • Customized performance analytics • Ongoing proposal and IPS support • Online proposal tool • Customized tax analysis