Help clients see the roadmap towards their goals.
Your clients have goals and you’ve worked with them to develop a plan to help reach those goals. But that plan is only a concept. Until it becomes a proposal.
Creating a personalized client proposal enables you to show clients how their investment plan will actually work. It’s an opportunity to help clients see how their investments can help them reach their goals.
Introducing Proposal Builder: Create personalized client proposals quickly and easily.
At SEI, we believe that the proposal is a defining moment in the advisor and client relationship.
It’s why we developed our Proposal Builder technology to help you create and deliver completely personalized client proposals from start to finish, that are customized at every level.
Control your level of guidance
Leverage an optimized Investment Selection workflow for additional guidance, as you see fit.
Choice at your fingertips
Powerful investment flexibility to access and customize single-model portfolios, multi-model portfolios, and individual investment managers.
Maintain client history
Quickly access stored copies of client reports for client reviews and understand “what’s next” in specific client workflows.
No training required
An easy step-by-step workflow guides you through the process.
For Investors
Individualized investment criteria
and selection
Personalized and robust reports to understand investment progress and potential market impacts
Clarity around investments and fees
Hypothetical statement unique to client circumstances
For Advisors
Fully digital experience from entering client information to proposal delivery
Guided experience makes it easy to find and compare investment options
Pause and save progress or assign to other team members
Together with the recent launch of our new Digital Account Open technology, SEI’s Proposal Builder technology is yet another example of how we’re helping you create connected experiences for clients.
Get more than a custodian – get a connected
strategic partner.
sample
For illustrative purposes only. This is not intended to constitute an investment recommendation, and is only intended to show the breadth of SEI's capabilities. It is important to consider many factors when determining an appropriate investment vehicle including, but not limited to, age, principal, risk tolerance, goals and objectives. Strategies are as of March 31, 2021. Allocations are subject to change.
Important Information:
Samples provided are for illustrative purposes only. This is not intended to constitute an investment recommendation, and is only intended to show the breadth of SEI's capabilities.
Investing involves risk including possible loss of principal. There can be no assurance goals will be achieved.
It is important to consider many factors when determining an appropriate investment vehicle including, but not limited to, age, principal, risk tolerance, goals and objectives. 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. Upcoming release details are subject to change at any time.
Complete only the items you want
and defer those you don’t
Complete only the items you want
and defer those you don’t
For illustrative purposes only. This is not intended to constitute an investment recommendation, and is only intended to show the breadth of SEI's capabilities. It is important to consider many factors when determining an appropriate investment vehicle including, but not limited to, age, principal, risk tolerance, goals and objectives. Strategies are as of March 31, 2021. Allocations are subject to change.