SEI Launches New Tool to Assist Advisors in Managing Client Relationships
The site offers SEI advisors practice management tools including marketing and sales information and an online proposal generator. The site also allows clients and advisors access to client account information, form and application templates. In addition, the site provides links to portfolio fund performance through SEIs Performance Station tool.
"The fact that its all in one place is excellent," said Gary Mandell, a Chicago-based planner who uses SEIs asset allocation programs, referring to the central gathering of both client information and marketing resources.
But Mandell also praised SEI for keeping advisors up-to-date with breaking news content and how the information relates to advisors -- another feature of the site -- especially in the wake of the WTC tragedy. In the past two weeks, the transcripts of the conference calls he has had with SEI and other advisors about the disaster were posted on the site.
"Its a module that allows the advisor to focus on relationship management [and] building their practice," said Carmen Romeo, a spokesman for SEI Investments of Oak, Pa. "Its essentially the virtual SEI account executive."
Although Mandell realizes that the site is in the beginning stages, he hopes that easier navigation and a site map are added in the future.