Our innovative dashboard allows you to track progress against your specific goals, in one centralized place
The scorecard views allow you to see the detail and assess the progress toward the specific goals you set for yourself, your family and your community.
Each goal pool (self, family, community) highlights the resources aligned to effectively support the success of your goals.
You can quickly see what is on track and how you progressed over time.
You have access to the details that support your goals - including asset allocation, holdings and transactions
Stay on target with your up-to-date view of trended spending and details around your cash flow
Store all your documents in a single location for easy access and collaboration with your personal relationship manager
You can access and download a variety of reports when needed, such as statement of net worth by pool
Have a question? Go to your Quick Message to quickly reach your account manager or a member of the SEI Private Wealth Management team.
