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SEI Launches Financial Advice Product For US Market

Stephen Harris

6 May 2005

SEI Investments has launched a new service designed for financial advisors to help affluent clients make major decisions involving wealth and overall “life goals”. The new service, called Wealth Network, “enables advisors to deliver a sophisticated end-client experience that changes the very nature of traditional advisory services,” according to SEI. The major components of the new service include:

• Case management, which provides advisors with a broad set of experts to help solve client issues such as elder care, career choices, caring for a special needs child, etc.
• Technology issues, including back office support, financial aggregation, bill pay and client relationship management.
• Branding and marketing, which comprises a lead generation programme that incorporates direct mail campaigns, referral-based partnerships with trusted advisors like lawyers and accountants, and specially staged client events.