Personal Reporting on Your Goals

Analyze your progress toward your own definition of success

Glancing at a statement and then filing it away does little to get you in control of your wealth. And why would it?

Personal scorecards allow you to align decisions with your own long-term goals

What you really need is a clearly organized view of everything you have, with the additional context of how you are doing relative to achieving your goals. And you'll get that, with personalized goals-based reporting and clear benchmarks — giving you the power to evaluate decisions you have already made, or are about to.

Keep Score

This is so much more than the standard industry reporting. Personal scorecards allow you to analyze progress against your defined success measures, so you can align decisions with your long-term goals. And you see all of the success metrics supporting your goals from spending to asset allocation, from drawdown to gifting to testamentary transfer. Not only does that empower you to know when to make a change, it helps anchor you in volatile markets.

Image: Measure what matters (man walks through life goals)


See Results

And once you see how meaningful goals-based reports are, you'll wonder how you ever got along — or ahead — without them.

Next: Take a tour of our reporting dashboard


Track progress toward your goals

Legal Note

SEI Private Wealth Management is an umbrella name for various life and wealth services provided through SEI Investments Management Corporation, a registered investment advisor.

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Photo: client meet with his advisor