Issue link: https://info.seic.com/i/1508053
2 Change the way you connect with your clients. For your clients. Easy to use Our portal is designed with the user in mind, with a clean and simple interface that is intuitive to use. Charts and graphs present financial information in a digestible manner to help you understand what you're looking at. A connected view of their financial landscape If they decide to connect their held-away accounts, clients can see a complete financial picture, giving them greater clarity on progress toward their goals. Access finances on the go Clients are able to download the SEI Connect - Investor app for convenient access to their finances. Mobile document scanner Clients can use the mobile app to scan, upload, and store important documents, including statements, tax forms, and legal documents. Documents will automatically be shared with you, their advisor. Ability to collaborate Track account performance and cash flow, and view your asset allocation anytime from the home screen. Connecting outside accounts can give you a complete financial picture and help you track progress toward your financial goals. For your business. Branded portal Customize the look of the portal by adding a logo and favicon to create a branded experience for clients and prospects. Deep insight across client accounts Give your clients the possibility of a comprehensive view of their entire financial life through the ability to connect their accounts—including those they might have outside of your relationship, as well as non-investment accounts they elect to connect and share. Access important documents Securely upload documents and choose what you want to share with your clients and prospects. Secure communications Collaborate and connect with clients through secure messaging. Manage prospects and clients You can invite prospects to the portal to begin sharing information before they even become clients. Our investor portal gives you a holistic view of your book of business and can also provide your clients with a comprehensive picture of their financial future. Our technology works in concert with your advice to complete the client experience.