Family Office

SEI adds online marketing dashboard for advisors

FWR Staff 3 April 2008

SEI adds online marketing dashboard for advisors

Manager of managers' support suite is intended to help with client outreach. SEI has added to its advisor-support platform with an online marketing system for the 6,500-plus independent advisor clients of its Advisor Network.

The Advisor Resource Center, or ARC, is meant to boost advisor productivity by giving them access, in one spot on the web, to webcasts, marketing materials, newsletters, research and commentaries that they can label as their own and send to clients.

Client communication

ARC also includes a Volatility Toolkit to help educate investors about market. environments.

"Education is a very effective way for advisors to strengthen client relationships and address challenging issues, particularly in this time of volatility and change," says Stephen Onofrio, senior managing director of SEI Advisor Network. "This initiative will give advisors a valuable, yet easy way to connect with their clients."

Oaks, Pa.-based SEI says it can hook up Advisor Network clients with marketing agencies that will give discounts on logos, the creation of collateral materials and interactive marketing.

SEI Advisor Network provides independent advisors with investment platforms, practice-management consulting and marketing support. -FWR

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