Our strategic partners
Designed to provide remarkable client experiences, business development, and firm efficiencies.
Leverage our relationships to get discounted pricing on valuable services.
As part of our continued commitment to help advisors power wealth and focus on client relationships, we have established strategic partnerships with several key business service partners to help you reduce costs, save time and increase efficiencies to run a more successful firm.
View our integrations
Advisor firm services
BizEquity
BizEquity provides advisors with the ultimate business owner engagement platform. We enable advisors to value their clients' business in real-time, on their own white label.
FP Transitions
FP Transitions is a consulting firm dedicated to wealth managers and independent financial advisors, guiding firms through M&A, business valuations, consulting, and a proprietary Equity Management Solutions® program. For more than twenty years, FP Transitions has guided the wealth management industry’s latest succession planning strategies and offers M&A department that has completed more advisory M&A transactions than any other investment banker or business broker in the country.
TalentLink
TalentLink Solutions is a full-service HR Consulting firm, exclusive to supporting independent advisory firms. Whether you need an employee handbook written, have an employee relations issue/question or need to find talent for your firm, they can do as little or as much support as you need.
Client engagement
Absolute Engagement
Absolute Engagement provides its Client Insights Platform that helps you use direct input from your clients to uncover unmet needs, actively engage your clients and increase referrals. The platform combines hands-on guidance with innovative technology and tools, to help you gather input and feedback, generate new insights and take meaningful action.
PreciseFP
Clients and prospects receive personalized engagement templates that are prefilled, making the experience easier and more relevant for your clients. By providing clients with the online experience they desire, clients remain more fully engaged and financial firms receive complete customer profiles with quality data.
Compliance
ACA
ACA Group (“ACA”) is a governance, risk, and compliance (GRC) advisor in financial services. ACA helps empower clients to reimagine GRC and protect and grow their business. ACA's solutions integrate expert advisory support, on-demand managed services, and scalable ComplianceAlpha® RegTech platform to help financial services firms protect and grow their business. ACA Signature provides financial firms with scalable consulting solutions that can be paired with innovative technology and managed services to stay on top of their regulatory and daily obligations. ACA's team of regulatory experts can build, enhance, or manage compliance programs helping to mitigate risks and increase operational efficiency. ACA Signature puts advisors in complete control of their compliance program. Choose the combination of compliance advisory services, innovative regulatory technology, and managed services that is right for your firm.
RIA in a Box
RIA in a Box, a COMPLY company RIA in a Box is a regulatory compliance solution for investment advisers and wealth management. Meticulously aligning technology, consulting and education solutions to deliver an exacting solution to meet the unique needs of your registered investment adviser (RIA) firm. Registered investment adviser (RIA) firms use the platform to increase compliance workflow efficiency and to automate regulatory requirements. RIA in a Box is part of the COMPLY portfolio of firms, which includes ComplySci, RIA in a Box, NRS, illumis, and ITEGRIA. As part of the RIA in a Box solution, ITEGRIA empowers elite RIAs with fast, compliant, secure access to all data and tools from any location on virtually any device. Our Advisor Virtual Desktop environment is designed exclusively for RIAs and includes an RIA-centered Support Desk along with industry-specific strategic guidance on technology trends, security, and technology-related regulatory compliance.
CRM
Ebix SmartOffice
A robust practice management solution that helps advisors analyze, service and communicate more effectively with clients using their key metrics and SmartOffice’s unique, multi-disciplined, financial services-specific data model and integrations.
Redtail
Redtail provides web-based Client Relationship Management (CRM), paperless office, and email archiving solutions helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations while integrating with many of the industry’s most widely used applications.
Wealthbox
Registered investment adviser (RIA) firms use the platform to increase compliance workflow efficiency and to automate regulatory requirements. RIA in a Box is part of the COMPLY portfolio of firms, which includes ComplySci, RIA in a Box, NRS and illumis.
Digital marketing
AdvisorStream
AdvisorStream is a marketing platform that helps financial advisors and firms drive growth through highly engaging and personalized communications that investors enjoy and trust. Win new business and strengthen relationships by sharing client communications powered by content licensed from the world’s most trusted publishers (e.g., The Wall Street Journal, Forbes, The Economist, The New York Times, and more). Learn how you can leverage AdvisorStream’s powerful digital marketing platform to discover new opportunities, increase your share of wallet and enhance the client experience.
FMG
FMG powers an all-in-one marketing platform that helps financial advisors attract new leads, stay connected with clients, and grow their businesses by helping its customers develop comprehensive marketing strategies and automate their most effective marketing tactics.
Snappy Kraken
Snappy Kraken is a marketing technology firm that provides financial advisors with a complete digital marketing system to foster and deepen relationships with clients and prospects, while making it easier for advisors to fulfill all of their marketing needs in one place. Their unified product offering includes personalized websites and branding, marketing automation that features unique original content, text message marketing, via the intuitive Convos platform, and Freedom360, a “done-for-you" marketing solution that eliminates the need for advisors to single-handedly manage their entire marketing systems. With Snappy Kraken, advisors can enhance their: ● Service, by staying in front of their clients with consistent communication and educational content. ● Expansion, by deepening relationships and building trust with their existing network while establishing a thought leadership platform. ● Growth, by increasing traffic and conversions across their websites and entire marketing strategy—all while earning referrals and building new client relationships. Snappy Kraken has created over 3.4 million campaigns, launched over 5,000 websites, and delivered over 100 million engaging emails on behalf of advisors nationwide.
Financial planning
Asset-Map
In 15 minutes or less, Asset-Map puts the important information about your client’s financials in one shared financial picture: the start of an easy-to-understand process for bigger advice conversations. With clarity comes confidence for the informed decisions that can improve your clients’ financial health and possibly increase value for your business. That’s why Asset-Map is adopted by thousands of professionals worldwide.
Envestnet MoneyGuide
Envestnet | MoneyGuide helps make it easy for advisors to develop deeper relationships with current clients and expand their services to all clients, regardless of wealth, stage in life, and complexity of finances through their digital goals-based and cash-flow planning experiences.
Holistiplan
Holistiplan is a tax planning software solution for advisors, built to systematize and automate the process of reviewing a client's tax return to uncover potential planning opportunities. Holistiplan was created and designed by two CFP's®. The software accomplishes what has historically been two competing goals in the financial services profession: to streamline the financial planning process for advisors.
Right Capital
RightCapital offers an innovative financial planning tool that provides both goals and cash flow based financial planning. Right Capital’s platform includes planning options for: retirement, education and insurance planning, tax-efficient distributions, social security and Medicare planning and budgeting and debt planning. They provide account aggregation, a client portal, digital client onboarding and a mobile app for an interactive advisor-client experience.
Trust & Will
Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Through the advisor dashboard, financial advisors can easily refer clients and have the ability to track clients progress and view their documents.
Marketing
ProudMouth
ProudMouth is in the business of liberating the world’s experts from the purgatory of sales, allowing them to get back to their passion and profitability. We help them transform themselves into authorities in their fields. The kind of experts who are actively sought out by clients. We do this by leaving traditional lead-generation tools where they belong — in the past. Through professionally produced podcasts, and a host of social strategies we give them a louder, more focused, always-on voice that invariably positions them as the go-to gurus.
Newsletters
Bob Veres
Written and edited for leading practitioners in the financial planning profession. A subscription grants access to thinking around the profession, including innovations in marketing, practice management, portfolio management and client service. Inside Information provides content in the profession, but is generally most applicable to the more successful and more advanced advisory practices.
ReminderMedia
Connect with your clients and prospects regularly by sending them a complimentary bimonthly subscription to your very own, personally branded American Lifestyle or Start Healthy magazine. They help you connect with your network on a regular basis in a classy and cost-effective way. Stay top of mind by using it as a client retention program, a retention program, or as a prospect touchpoint for effective prospect engagement.
Risk analysis
Nitrogen
Nitrogen, the makers of Riskalyze, empowers investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Learn more about how our services can enhance your business.
Reach out to your SEI representative or call 888-734-2679
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Integration services provided by SEI Global Services, Inc. (SGS). SGS is a wholly-owned subsidiary of SEI Investments Company (SEI). The information contained herein has been provided to SEI by unaffiliated third parties. SEI cannot guarantee the accuracy or completeness of the information and assumes no responsibility or liability for its incompleteness or inaccuracy. Opinions expressed by unaffiliated third parties are their own.
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Neither SEI nor its subsidiaries provide estate planning services unless you have otherwise separately entered into a written agreement with SEI for the provision of certain estate planning services.