Make a first impression. Faster.
That prospect you’ve been working with for months just said “Yes.” Now what?
The days of sending over paperwork and waiting for weeks are gone. You could have a new account1 opened just minutes after your prospect meeting has ended, because the first real moment of working with a new client matters.
Traditional account opening
Digital account opening
Important information
1Not all account types are supported.
*Time to complete varies. 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.
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 a Firm or Firm’s Home Office.
Financial advisors who utilize SEI solutions are not affiliated with SEI or it's subsidiaries.
