Issue link: https://info.seic.com/i/1490664
7 Your one-stop growth and support program Broker-dealer desktop • Consolidated view of all advisor business transacted through SEI Private Trust Company (SPTC) • Dynamic reporting options available to help monitor and understand your complete book of business with us • Pretransaction electronic approval capability (optional oversight for new accounts, strategy changes, etc.) • Detailed archiving of transaction history, including views of uploaded paperwork Comprehensive data feed services • Direct feeds available to a host of portfolio management systems, including but not limited to, Junxure, Black Diamond ® , Morningstar ® and PortfolioCenter ® • Direct feeds available to a host of third-party vendors, including but not limited to, Albridge ™ , Orion, Investigo ® , and a host of other industry-leading providers Growth programs and support • Access to our extensive library of over a dozen investment and practice management webinars, each with associated thought- leadership content, designed to help make your advisors more knowledgeable and efficient businesspeople • All presentation materials available to be co-branded with your logo, with promotional support through email, direct mail and follow-up materials • Access to our external wholesaling force of over 25 all versed in delivering our investment and practice management support • Integration capabilities with third-party strategic alliances including Redtail and Envestnet ® MoneyGuide We provide a total flexible, outsourced, end-to-end business solution that helps your advisors save time, increase revenues and differentiate themselves in the market.