Advisor center
Manage your business and streamline day-to-day operations.
With a single window into your business, you can focus more on your clients and less on managing technology and operations.
| Digital model management | Align client portfolios to their personalized goals and objectives with the ability to customize multiple strategies in one account. |
| IRA management | Our platform performs IRA tracking and reporting on SEI accounts so you can enhance your oversight of client IRA accounts. Manage required minimum distributions (RMDs), beneficiaries, and contributions to help ensure your clients are up-to-date on IRA housekeeping. |
| Household and client views | Our household-based system provides you with the transparency and control that you need to best serve your clients. |
| Performance reporting | Performance and holding reports can be run at the strategy, account, or household levels and can be personalized to include your branding and formatting preferences. Use investment benchmarks or assign custom benchmarks to help clients gauge their progress. |
| Custom fee billing | Electronically customize your fees whether it be a flat or tiered fee package. No physical forms required to help ensure a seamless client experience. |
Schedule a demo.
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
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Investment services provided by SEI Investments Management Corporation (SIMC). Platform services provided by SEI Global Services, Inc. (SGS). SIMC and SGS are wholly owned subsidiaries of SEI.
Investing involves risk including possible loss of principal.
Please note that the availability of certain features may be subject to the approval of a Firm or Firm's Home Office.
Financial advisors who utilize SEI solutions are not affiliated with SEI or it's subsidiaries.
Neither SEI nor its subsidiaries provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.