Make investments more meaningful through end-to-end connection.
Learn more about creating connected experiences for clients with SEI’s Digital Model Management technology.
CONNECT TODAY
You can now manage model portfolios digitally, from start to finish with our newest technology – Digital Model Management. It’s one more way we are helping you stay connected with your clients.
Personalize models online. At scale.
Experience SEI’s newest technology: Digital Model Management
Independent Advisor Solutions by SEI
Important Information:
Examples are provided for illustrative purposes only and do not constitute a recommendation or considered an offer to sell or a solicitation to buy and securities. Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Technology services provided by SEI Global Services, Inc. (SGS). Investment services provided by SEI Investments Management Corporation (SIMC). SIMC and SGS are wholly owned subsidiaries of SEI.
This information is proprietary to SEI and available for your personal viewing only and may not be copied or redistributed without receiving prior written permission.
Please note that the availability of certain features may be subject to the approval of your Firm or Firm’s Home Office.
Deploy and modify investment strategies across all implementation options—mutual funds, ETF strategies and separately managed accounts (SMAs) —with a technology-led process
Store your clients’ risk scores on the system—no more filling out risk questionnaires every time you make a change
Help avoid “not in good order” (NIGOs) with an integrated process that catches input mistakes
No training required—an easy step-by-step workflow guides you through the process
Experience SEI’s newest technology: Digital Model Management
Make a first impression. Faster.
That prospect you’ve been working with for months just said “Yes.” Now what?
You can now manage model portfolios digitally, from start to finish with our newest technology – Digital Model Management. It’s one more way we are helping you stay connected with your clients.
Start a new account for clients online in as little as 3 minutes
Fully digital – from inputting information to getting an electronic signature
Pause and save progress or assign responsibility to other team members
Help avoid “not in good order” (NIGOs) with an integrated process that catches input mistakes
No training required – an easy step-by-step workflow guides you through the process
Learn more about creating connected experiences for clients with SEI’s Digital Account Open technology.
CONNECT TODAY
Independent Advisor Solutions by SEI
Important Information:
Examples are provided for illustrative purposes only and do not constitute a recommendation or considered an offer to sell or a solicitation to buy and securities. Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Platform services provided by SEI Global Services, Inc. (SGS). SGS is a wholly owned subsidiary of SEI.
This information is proprietary to SEI and available for your personal viewing only and may not be copied or redistributed without receiving prior written permission.
Please note that the availability of certain features may be subject to the approval of your Firm or Firm’s Home Office.
^
*
* SMAs offered through SEI Managed Account Solutions
^ Risk score will need to still be reviewed annually
Important Information:
Examples are provided for illustrative purposes only and do not constitute a recommendation or considered an offer to sell or a solicitation to buy and securities. Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Platform services provided by SEI Global Services, Inc. (SGS). SGS is a wholly owned subsidiary of SEI.
This information is proprietary to SEI and available for your personal viewing only and may not be copied or redistributed without receiving prior written permission.
Please note that the availability of certain features may be subject to the approval of your Firm or Firm’s Home Office.
* Time to complete varies. Factors not reflected in this example include but are not limited to having all information available to complete data entry, entering data for new clients, entering data for multiple parties, and requesting advisor approval after data entry is completed by an administrative user.
^ Risk score will need to still be reviewed annually
*
Traditionally, different investment programs come with different rules-of-engagement and process for you and your clients—creating complexity for you and your staff.
SEI has created a fully-digital way for you to manage client portfolios—with models of mutual funds, ETFs, individual securities, or separately managed accounts—and one consistent way to support your investment process for your clients.
Personalized, efficient investment implementation to help your clients achieve their goals