Investor Portal Powers Personalized, Connected
Experience for Advisors and their Clients
OAKS,
Pa., Sept. 28, 2023 /PRNewswire/ --
SEI® (NASDAQ: SEIC) today announced the launch of
enhanced technology capabilities in its Investor Portal, a
white-labeled solution within SEI Connect that enables advisors to
provide clients a full picture of their financial lives.
According to Cerulli Associates' "State of Wealth Management
Technology 2023" report, e-signature and client portal are most
frequently cited as positively impacting the client experience.
Providing access to deeper insights and improving digital
collaboration between an advisor and their clients, the Investor
Portal and mobile app now feature a document vault to seamlessly
upload personal documents, secure messaging to facilitate better
collaboration, and account aggregation to connect investment,
banking, and real estate accounts directly from other financial
institutions.
Paul Klauder, Head of SEI's
Advisor business, said:
"Market trends present a tremendous opportunity for us to help
financial advisors succeed with flexible, client-responsive
solutions that address their—and their clients'—needs. As the lines
of all aspects of our financial lives continue to blur, the need
for a connected experience becomes paramount, and we intentionally
built and enhance these tools with the future in mind."
"Advisors continue to feel the pressure from investors for a
digital, collaborative wealth management experience—especially in
today's economic environment—while scaling their businesses for
tomorrow. These enhancements within SEI Connect, including the
Investor Portal, allow us to equip advisors with the tools they
need to meaningfully engage with their clients, and in turn, help
power growth, make confident decisions, and protect futures—for
their clients and their businesses."
From accessibility, electronic delivery, and account aggregation
to performance reporting, customization, and digital collaboration,
SEI Connect provides a suite of front-office technology
solutions—in addition to the Investor Portal—that help advisors
scale their businesses, increase efficiency, and better serve their
clients through a platform-based interactive hub on the SEI Wealth
PlatformSM. Other recent enhancements include:
- A multi-account opening process across the entire household for
more efficient collaboration
- Expanded analytics to help give a more personal view into an
investor's portfolio, including a risk return analysis report,
security look through, and equity sector breakdown
- A simplified trading experience, including self-service limit
orders
- A more efficient way to deposit money via digital deposit
capabilities
- An enhanced digital platform to support SEI's advisor
peer-to-peer communities
About SEI®
SEI (NASDAQ: SEIC) delivers
technology and investment solutions that connect the financial
services industry. With capabilities across investment processing,
operations, and asset management, SEI works with corporations,
financial institutions and professionals, and ultra-high-net-worth
families to help drive growth, make confident decisions, and
protect futures. As of June 30, 2023,
SEI manages, advises, or administers approximately $1.3 trillion in assets. For more information,
visit seic.com.
Company
Contact:
|
Media
Contact:
|
|
|
Emily
Baldwin
|
Brian Doheny
|
SEI
|
Vested
|
+1
610-676-3262
|
+1
502-759-7725
|
ebaldwin@seic.com
|
brian.doheny@fullyvested.com
|
View original
content:https://www.prnewswire.com/news-releases/sei-launches-enhancements-to-advisor-technology-suite-301941080.html
SOURCE SEI Investments Company