VITAL Materials | SEI

Home
Solutions

Technology
Powering the future of wealth with enterprise platform solutions that address complex business challenges

Operations
Achieving operational excellence with business process outsourcing and data management that help clients improve efficiency and performance

Asset management
Connecting investors to what matters most, so they can achieve their goals and make confident decisions

Featured
Insights

Corporate insights
Perspectives and happenings from our leaders and experts

Newsroom
The latest news and announcements

Featured
Investor relations

Overview
The latest financial information for shareholders

Events and webcasts
Timely shareholder announcements and event information

Governance

Reports and filings

Stock information

Board diversity matrix

Featured
Discover SEI ^®

Our story
Who we are, what we do, and how we do it.

Our commitment
Building brave futures through the power of connection.

Our leadership team

Newsroom

Careers

Featured

VITAL Materials

April 17, 2024

1 MIN READ

The case for VITAL client conversations

Opportunity areas for client conversations
For advisors.

VITAL - Volatility

Conversations about volatility
For advisors and their clients.

VITAL - Income

Conversations about income
For advisors and their clients.

VITAL - Tax Management

Conversations about taxes
For advisors and their clients.
Conversations about tax-loss harvesting
For advisors and their clients.
Are you a tax-smart investor?
For advisors and their clients.
Estimated taxes saved report
For advisors and their clients.

A colorful photo of a girl with red hair flying in the wind. She is wearing a bright green jacket.

Explore the VITAL series.

Five themes that will resonate with investors all year long.