Investing is personal. Continued innovation is revolutionizing the client experience by blurring the traditional lines between investments and technology. This area where investments and technology intersect can be game-changing.
Today, investors crave both personalization and control over their investments on the path towards their investment goals, leading advisors to seek both choice and flexibility with what they offer. As a pioneer in goals-based investing, SEI continues to blend the worlds of investments and technology to deliver a broad array of solutions designed to meet the complex needs of today’s investors.
Join us to learn how you can now access a curated set of flexible investment solutions that includes mutual fund strategies, ETF strategies, managed accounts (UMAs and SMAs)—including direct indexing and sustainable investing—and customized high-net-worth solutions, all designed to give you more power and choice on the path to implementing effective goals-based wealth management.
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CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.