SEI Wealth Platform advisor dashboard tour

Welcome to the SEI Wealth Platform. Let’s explore the experience for Advisors. 

With the advisor dashboard, the advisor will have access to look holistically across their business through intuitive dashboards assessing information such as AUM, rolling flows, status of workflow tasks and their favorite reports. As an advisor, you manage relationships, not accounts. Our solution is built around households so you can see the complete picture of your clients’ assets across multiple generations and family connections. Make better decisions and proactively manage each relationship with activity, accounting and performance information all in one place. Save time and reduce errors with straight-through processing and a platform that tracks activities in one central location. Analyze your relationships with big-picture views and drill-down capabilities, so you can click to instantly see more information. Understand your earning potential with near real-time visibility across your entire book of business. Better advise clients by analyzing their goals and understanding the steps needed to achieve them With automated IRA functionality, eliminate manual processes and reduce risks by systematically calculating RMDs for eligible individuals across various IRA account types. Track RMDs made throughout the year and gain visibility by displaying RMD information across different experiences. View contributions and comprehensive dashboards on beneficiaries tied to an account.

Exceed your clients’ expectations with the SEI Wealth Platform.