SEI Wealth Platform investment manager dashboard tour
Create a better investment offering for clients. Explore the interface for investment managers.
Welcome to the SEI Wealth Platform. Let’s explore the experience for Investment Managers.
Your clients have specific investment goals, and it’s your job to figure out how to deliver on them. Use our custom dashboard to find out what’s behind the trends by instantly drilling down into the details. Streamline portfolio management from simple portfolios to multi-strategy Unified Managed Accounts within a single, unified platform. Create efficiencies within your business using advanced modeling capabilities. Make better decisions on behalf of your clients with a unified system that analyzes all account information and helps you understand the impact of potential actions. Save time and reduce risk with a platform that automatically synchronizes settlement dates across security types, time zones and exchanges. Identify opportunities and risks with an instant, easy-access view of trends across all managers and clients.
Create a robust, tailored investment offering for clients with the SEI Wealth Platform.
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