SEI Wealth Platform end client dashboard tour

Welcome to the SEI Wealth Platform. Let’s explore the experience for end clients.

Create an exceptional, frictionless end-client experience with real-time information in an intuitive, easy-to-navigate dashboard. With access to their complete financial picture, your clients can better understand their investments and track progress toward goals. Provide your clients with a highly configurable and intuitive interface that lets them customize dashboards with the information that is most important to them. This dashboard becomes their personal landing page and invites rather than intimidates, driving deeper engagement with your clients and their wealth. Easily navigate through a multitude of features. Allow clients to understand their exposure and risks with near real-time analytics, market value over time and performance information, explained with user-focused language and graphics that visually depict their personal wealth story. Give your clients a holistic understanding of their wealth — right at their fingertips. Allow them to make better decisions by accessing all household statements, tax documents, end client reports and firm uploaded documents from one central location. The Platform can be configured to match your brand, providing your clients with a seamless experience across your organization. Self-service features made available to the end client frees up time to focus on other value-added activities. End clients can modify their contact information, choose their statements elections and update beneficiaries tied to the account. Changes are systematically performed on the Platform and follow a Firm’s configured approval process. Put client convenience at the forefront of your digital experience. Right from their mobile device, your clients can track their progress to goals and see their entire wealth picture, in near real time.

Provide a cutting-edge experience for your clients with the SEI Wealth Platform.