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We believe that all great advisor-investor relationships are a two-way street.

 

Our fully integrated investor portal helps build deeper client relationships and provide a highly personal level of service.

Our technology was developed to give advisors the ability to maintain a holistic view of their book of business and can provide investors with a comprehensive view of their financial future.

Benefits for investors

  • Easy to use
    Our investor portal is designed with the user in mind, offering a clean and simple interface that's intuitive to use.
  • A connected view of their financial landscape
    If held-away accounts are connected, clients can see a complete financial picture, giving them greater clarity on progress toward their financial goals.
  • Access finances on the go
    Clients are able to download the SEI Connect - Investor app for convenient access to their finances. 
  • Mobile document scanner
    Clients can use the mobile app to scan, upload, and store important documents, including statements, tax forms, and legal documents. Documents will automatically be shared with you, their advisor. 
  • Ability to collaborate
    Clients can connect with you in real time and customize communication preferences.
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Benefits for advisors

  • Branded portal
    Customize the look of the portal by adding a logo and favicon to create a branded experience.
  • Manage prospects and clients
    Invite prospects to the investor portal to begin exchanging information before they even become clients. 
  • Access important documents
    Securely upload documents and choose what you want to share with clients and prospects.
  • Secure communications
    Communicate with clients and prospects through the secure messaging portal.
  • Connect your business
    View our technology integrations and establish your own workflows to increase efficiencies within your business and potentially save money. 
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The best advisor-client relationships begin with collaboration. Our investor portal is designed to help you build deeper relationships and provide personalized service to your clients and prospects, while showcasing your brand.  

The desktop experience and our new mobile app provide a connected view of your clients’ financial picture and allows the aggregation of held-away accounts.  

To make sharing information even easier, clients can scan important documents, upload files, and access them all in our secure vault. And, our investor portal allows you to communicate with clients and prospects through direct messaging.  

At SEI, we’re built to help you run your business more efficiently so you can serve your clients more effectively.  

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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.

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Important information

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. Upcoming release details are subject to change at any time.

Financial advisors who utilize SEI solutions are not affiliated with SEI or its subsidiaries. 

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