7 See yourself as an RIA.
RIA LAUNCH GUIDE
Once you've decided to become an RIA, it can be
overwhelming to know where to start. Having an
experienced partner like SEI can help.
We've assisted a number of financial advisors in
making the transition by providing:
• A transition team to take you from start to finish
• Integrated custody and tech
platforms for seamless operations
• A suite of institutionally curated
investment products and portfolios
• Wealth management solutions, such as
personal trust services, securities-backed
lending, and advanced planning resources
• A network of strategic and integrated
partnerships that you can plug right into
• Practice management consultants and
resources to help you optimize your business
• A community of RIAs for knowledge-
sharing and networking
Talk to a member of our
transition team.
