Change the way you connect with your clients.
With a fully integrated front office portal, SEI Connect paves the way to build deeper relationships with
clients, provide highly personal level of service, and deliver customized solutions.
Introducing SEI Connect: A collaborative investor portal.
We believe that all great advisor-investor relationships are a two-way street.
The SEI Connect technology was developed to give advisors the ability to maintain a holistic view of their book of business and provide investors with a comprehensive view of their financial future.
Easy access
Log in using a single sign-on through the Advisor Center.
Prospect registration
Invite prospects to create an account before they even become clients.
Reduced tech stack
Consider eliminating overlapping technologies to help save money.
Dashboard view
See a snapshot of all your accounts in one place.
For Investors
Easy to use
For Advisors
We believe that technology shouldn't just create efficiencies — it should pave the way for you to have deeper relationships with clients, provide a highly personal level of service, and deliver customized solutions to help investors face the future bravely.
Important Information:
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.
Examples are provided for illustrative purposes only and do not constitute a recommendation or considered an offer to sell or a solicitation to buy any 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. Upcoming release details are subject to change at any time.
See the benefits of SEI Connect.
Clients can register and log in to access the investor portal, connect accounts, and collaborate with you, their advisor.
A connected view of their financial landscape
Once they connect their held-away accounts, clients can see a complete financial picture, giving them greater clarity on their progress toward their goals.
Secure document vault
A single, secure place for clients to upload and store important documents, including statements, tax forms, and legal documents. Documents will automatically be shared with you, their advisor.
Ability to collaborate
Clients can connect with you via the portal and customize their communication preferences.
Branded portal
You can add a logo and favicon to create a branded experience for clients and prospects.
Deep insight across client accounts
Give your clients a comprehensive view of their entire fniancial 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.
Securely 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.
Get in touch today to learn how you can start integrating SEI Connect into your practice.
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.
See a snapshot of all your accounts in one place.
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