Americas Best TAMPS 2024 - 37

2024 AMERICA'S BEST TAMPS
SEI
Erich Holland
Head of Sales and
Experience
SEI * One Freedom Valley Drive, Oaks, PA 19456
www.seic.com/advisors
SEI 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.
SEI's Advisor Business has
been serving the profession of
advice for more than 30 years,
building solutions that sit at
the intersection of investments
and technology. And for all
of those three decades, our
mission has never wavered:
to help independent advisors
more intelligently deploy their
capital to grow their business
and power their clients'
success.
We help advisors manage
uncertainty by connecting
investment solutions to
investor goals, which is why
we took critical steps in
2023 toward harmonizing
our investment offering to
provide advisors with greater
flexibility and investment
choice. We also expanded
our new investor portal with
financial account aggregation
and a secure vault, and
launched a mobile app to
experience those benefits onthe-go,
creating a smoother
experience for investors.
Our asset management
and technology capabilities
provide advisors with three
critical things: efficiency, atscale
specialization, and value.
Because we believe that by
unlocking the full potential of
the combination of technology,
people and process, we can
help advisors and investors
make more confident
decisions.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
IPO
CONTRACTSCALABILITY
SOLUTION
REPORT
CONTROL
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
ORGANISATION
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
QUALITY
As of December 31, 2023, SEI manages, advises, or administers
approximately $1.4 trillion in assets. Our Advisor business delivers
technology and investment solutions that provide a personalized wealth
management experience for financial intermediaries and their clients,
helping advisors more intelligently deploy their capital. The integration
of technology, investment flexibility, custody services, and practice
management tools connects advisors to their clients and empowers
confident decision-making for their financial futures, while enabling
business efficiency.
We do this by integrating four key services into one seamless experience:
* A flexible investment platform that includes ETF strategies, mutual fund
strategies and curated separate account strategies (SMA & UMA);
* Technology that handles a comprehensive suite of back- and middleoffice
investment support services;
* An open-architecture custody platform; and
* Actionable practice management tools SEI works with more than 7,400
financial advisors and supports approximately $95.6 billion* in advisors'
total platform assets (*as of December 31, 2023).
For more information, visit seic.com/advisors. SEI is ranked as one of
the top U.S. Advisory Third-Party Managed Account Providers (Cerulli
Associates, Q4 2022). SEI is a publicly traded company and is listed on the
NASDAQ under the symbol SEIC.
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START UP
STRATEGY
DEVELOPMENT
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SUPPORT
PRODUCT
VALUE CHAIN
STRATEGIC FEATURES
MARKETING
IDEA
BUSINESS PLAN
DEADLINE
FINANCIAL STRATEGY
PROGRESS
DECISION MAKING
INNOVATION
CROWD FUNDING
COMPETITION
PATENT
DECREASE
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
THINK OUTSIDE
THE BOX
ACHIEVEMENT
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
EXPLORE
CALENDAR
CLIENT-FACING
INVESTMENT
ORGANISATION
PROBLEM SOLVING
REPORT
WORKFLOW
PERFORMANCE REVIEWS
CLIENT PORTAL
COMPLIANCE TOOLS
CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
ADVERTISING
TAKE OVER
REVENUE
DEFENSE STRATEGY
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DIRECT INDEXING
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
CONTRACT
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
INSTITUTIONAL CLIENT SUPPORT
FINANCIAL PLANNING TOOLS
QUALITY
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
ORGANISATION
DECISION MAKING
PLANNING
BANKRUPT
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
GLOBAL BUSINESS
INTEGRATED TRUST SERVICES
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
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WALLET
COLLABORATION
FINANCE
BUSINESS
STRATEGY
GLOBAL BUSINESS
SELL SHARE
PARTNERSHIP
PROJECT
SUCCESS
EARNINGS
PRESENTATION
LAUNCH
INTEGRATION WITH
3RD-PARTY PLATFORMS
ANALYSIS
TESTING
FINANCIAL RISK
GROWTH
VISION
INVESTMENT POLICY
STATEMENTS
PLATFORM LAUNCH
UNICORN
MARKETING SUPPORT
IPHONE OR ANDROID APP
MODEL MARKETPLACE
PRIVATE LABELING
47 ED I T A B L E L I N E I C O N S S E T
BUSINESS
STRATEGY
RESEARCH & DUE DILIGENCE
RISK MANAGEMENT TOOLS
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
SUCCESSION PLANNING
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
TAX-LOSS HARVESTING
UNIFIED OR SMART BILLING
REPORT ANALYSIS
INVESTMENT
ORGANISATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
ADVERTISING
TAKE OVER
CONTRACT
TM
New business contact:
Erich Holland, Head of Sales
and Experience
Phone: (888) 734-2679
Email: AdvisorInfo@seic.com
Website: www.seic.com/
advisors
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Erich Holland
Head of Sales and
Experience
Type of Program: TAMP,
managed account solutions
(SMA & UMA), strategist
portfolio solutions, advisordirected
Total
Assets in Program:
$95.6 billion
Year Program Began: 1993
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
Mutual fund and ETF
models, UMAs/multi-strategy
accounts, equity SMAs,
fixed-income SMAs, direct
indexing SMAs, alternative
strategies, tax-sensitive and
tax-managed strategies,
target-risk and goals-based
strategies, advisor-directed
and advisor-as-PM
Platform Tracks Client
Holdings: Yes
Program Compatible for:
Regional broker-dealers,
independent broker-dealers,
hybrid RIAs, RIAs
Optimized for Tax Trading
Efficiency: Yes
ORGANISATION
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: Strategic,
dynamic, tax-aware, taxmanaged,
goals-based
REVENUE
DEFENSE STRATEGY
https://www.seic.com/advisors https://www.seic.com/advisors https://www.seic.com/advisors https://www.seic.com/rias-independent-advisors/contact-us https://www.linkedin.com/in/erichholland/ https://www.seic.com/advisors
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