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Make investments more meaningful through end-to-end connection.


A fully-digital way for you to manage client portfolios and one consistent way to support your investment process for your clients.

  • Deploy and modify investment strategies across all implementation options—mutual funds, ETF Strategies and separately managed accounts (SMAs)1 —with a technology-led process
  • Personalize, efficient investment implementation to help your clients achieve their goals
  • Store your clients’ risk scores within the system for an integrated experience—no more filling out risk questionnaires every time you make a change2
  • Help avoid “not in good order” (NIGOs) with an integrated process that helps catch input mistakes
  • No training required—an easy step-by-step workflow guides you through the process

Traditionally:

Different investment programs come with various rules-of-engagement and processes. Not to mention the high volume of manual paperwork required only adds complexity for your clients and workload for your staff.

But now:

Our digital capabilities help make those processes more efficient and provide you with workflows that guide you through what you can and can't do depending on the investment program selected. Think business rules, investment options, signatures, risk tolerance questionnaire, etc. 

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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.

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Important Information

1SMAs offered through SEI Managed Account Solutions
2Risk score will need to still be reviewed annually

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Technology services provided by SEI Global Services, Inc. (SGS). Investment services provided by SEI Investments Management Corporation (SIMC). SIMC and SGS are wholly owned subsidiaries 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. 

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