3
Three steps to get started.
Meet the investor portal
• Log in using single sign-on through the Advisor Center.
• White label the investor portal to extend your company's brand.
• Familiarize yourself with dashboard views to see all accounts in one place.
• Review contacts for accuracy and manually add a new contact.
Tip: Add yourself as a prospect or client to understand what your clients will see.
Streamline client engagement
• Customize the emails your firm sends to clients to encourage them to register.
• Invite prospective clients.
• Ask clients to consider aggregating their held-away accounts so you can have a
more holistic view of their finances.
• Share documents through the secure document vault.
Tip: Have clients download the mobile app to scan and upload documents to
share with you.
Fully connect your business
• Establish your own workflows and best practices in an effort to increase
efficiency in your business.
• Help save time by streamlining account management practices.
• Store and access all communications and documents in one place.
• Lean on your dedicated support team at SEI to assist with training, issues,
and questions that arise.
Tip: Review your existing technology and consider eliminating overlapping
processes to help you save money.
We believe that all great advisor-investor
relationships are a two-way street.
1
3
2
With a single, integrated system, you can focus less on operations
and more on creating a better experience for your clients.
