Private Wealth Management Dashboard

Traditional measures of investment performance – while important – do not go far enough.

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Take a Tour of Our Private Wealth Dashboard

We believe in tracking progress towards your own specific goals. Our innovative dashboard allows you to do that easily and cohesively in one centralized place. 

 

Private Wealth Management Dashboard

SEI Private Wealth Management Dashboard
Private Wealth Management scorecard
Metrics that support your goals
Quickly see what's on track
Access to all the details about your investments
Cash Flow: the most up-to-date views
The Document Vault stores all your files in a single location
A variety of reports keep you up to date
Quick message gets your questions answered

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.

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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