For Registered Investment Advisors (RIAs) with access to SEI AdvisorCenter© from SEI Advisor Network.
SEI AdvisorCenter Mobile allows you to stay connected with your clients while you’re on the move, with our new app for your iPad. With just a few simple clicks, you can look into your practice and clients in order to meet your business needs – anywhere and at anytime. You can view:
· Household, Client, and Account Overview
· Client Financial Summary
· Client and Account holdings and taxlots
· Client and Account transactions and activities
· Client and account statements and tax documents
· Practice level views including Assets Under Management, Tasks and Activities, Net Flows, Revenue, and IRA Compliance