Digital Account Open

What's Trending is a new educational program that allows you to learn more about our technology, request one on one training, collaborate with others, and participate in a monthly webinar to dive deeper with our experts.  

Learn more about utilizing our digital account open process by selecting the image below. This first launch will be covering how to launch and complete required account information as well as filling out the account open section. Also please review the Digital Account Open guide attached to the right.

How to Launch and Complete Required Account Information (3:31)

How to Complete the Account Owner Section (4:21)

How to get a Preassigned Account Number, Download and Upload Application (5:26)

Investment Selection for a Mutual Fund Model (2:56)

Investment Selection for a DFS Account (5:34)

Funding Sources and Directions (5:27)

Advisor Fees and Standing Instructions (5:02)

Assigning Beneficiaries (4:24)

Overview of Investment selections for managed account solutions (5:14)

Distribution Focused Strategy Scheduled Withdrawl (4:59)

Third Party Paperwork (9:48)

What's Trending is a new Educational program that allows you to learn more about our technology, request one on one training, collaborate with others, and participate in a monthly webinar to dive deeper with our experts. 

Learn more about our Knowledge Center, your information portal for all things SEI.

We’re going to show you key elements of the Knowledge Center to ensure you can find what you want, when you want it.

Advisor Business Platform Tab (2:36)

Asset Management Tab (3:07)

Advisor Services Tab (3:06)

About Us Tab (1:39)

What's Trending is a new educational program that allows you to learn more about our technology, request one on one training, collaborate with others, and participate in a monthly webinar to dive deeper with our experts. This brand new action, The Initiate Trade action allows for Buys, Sells, Raise, or Invest based on the portfolio settings. A combination of these options are allowed as you build the Proposed Trade Instructions. The Current Account Details section displays the Model and Non Model Investments, it also presents a much cleaner confirmation page. 

Learn more about utilizing our Initiate Trade process by selecting the links below. 

Introduction/ Raise and Transfer (3:35)

Raise Cash (1:21)

Use Existing Cash to Place a Buy (1:45)

Trade Administration (0:56)

What's Trending is a new educational program that allows you to learn more about our technology, request one on one training, collaborate with others, and participate in a monthly webinar to dive deeper with our experts.  

Learn more about the SEI Advisor Center and see what areas of our platform are trending. Hear about tips and trick to best navigate in your day to day.

Home Screen Navigation 3:03

Business Tab 5:02

Investments/ Strategies/ Activity/ Knowledge Center 3:26

Preferences/ links Navigation 2:34

What’s Trending is an educational series helping you to learn more about our technology, request one on one training, and chat with our experts. This webinar covers our SEI Growth Lab. The Growth Lab has resources to help you manage your practice. Attend our Webinar to learn General Navigation of The Growth Lab, Tips and Tricks to help your business grow, Helpful resources from The Growth Lab, and most frequently Asked Questions.

Learn More about The Growth Lab by selecting the links below. 

Welcome to SEI Growth Lab, Let’s Grow! 2:55

Growth Lab referrals intro video 1:37

Sales Process Scorecard 0:25

Generating Leads with Marketing Introduction 1:13

Scale with Technology 3:01

Scale with Operations 10 Tips 1:04

What's Trending is a Educational program that allows you to learn more about our technology, request one on one training, collaborate with others, and participate in a monthly webinar to dive deeper with our experts. 

Revisit the first half of this year and all recent releases or updates we have made to our technology. 

We are going to be discussing updates to Digital Account Open, Proposal Builder, Knowledge Center Updates and the Launch of Initiate Trade and Trade Administration.

Updates to Digital Account Open 4:23

Updates to Proposal Builder 2:46

Where to Locate Materials 2:45

Updates to Knowledge Center 2:31

Initiate Trade 2:45

What's Trending is a educational program that allows you to learn more about our technology, request one on one training, collaborate with others, and participate in a monthly webinar to dive deeper with our experts. Redtail integration offers the ability to manage SEI transactions within Redtail through automated workflows and activity updates from SEI. This includes activities for cash disbursements, processing, launching a trade, tax harvesting, strategy and fee assignments derived from Redtail. 

Locating SEI Templates 2:01

SEI Workflow Automations Integration 1:43

Customizing Your Workflows 2:08

How to Track SEI Activities in Redtail CRM 2:01

How to Add Integration to Pre-Existing Workflows OR Delegate 4:57

What’s Trending is an educational series helping you to learn more about our technology, request one on one training, and chat with our experts.

In preparation for the retirement of our legacy Modify Strategy Assignment action we would like to offer additional education on our Modify Investment Assignment action. During this webinar we will be going over best practices as well as examples of most common strategy change scenarios utilizing our Modify Investment Assignment action.

Modify Investment Assignment Overview

Modify Investment Assignment - Single Manager

Modify Investment Assignment - Replace Strategy

What’s Trending is an educational series helping you to learn more about our technology, request one on one training, and chat with our experts. This webinar covers our Advanced Client Reporting. As an extension of our custody services, we offer fully integrated Advanced Client Reporting capabilities through the client portal and end-investor statements for all SEI Wealth PlatformSM firm users. Performance and holding reports can be run at the strategy, account, or household levels and can be personalized to include your branding and formatting preferences. Please use the references below to learn more. 

Navigation Overview 4:08

Navigating to Performance 2:11

Benchmarks 4:02

Report Template 3:57

What’s Trending is an educational series helping you to learn more about our technology, request one on one training, and chat with our experts. This webinar covers our Investor Portal. . Our investor portal gives you a holistic view of your book of business and can also provide your clients with a comprehensive picture of their financial future. Our technology works in concert with your advice to complete the client experience. To learn more please access our step by step videos below. 

Investor Portal - Getting Started 2:50

Investor Portal - How to add a contact and invite clients 1:40

Investor Portal - Aggregation, vault and chat 2:39

Investor Portal - Mobile app 5:23

What’s Trending is an educational series helping you to learn more about our technology, request one on one training, and chat with our experts. This webinar covers our Community Connect. Access to the SEI Communities is seamless through Community Connect - a fully integrated, digital platform that connects you to the resources and network available to you as a SEI community member.

SEI Communities Overview 1:39

Communities Testimonial 1:55

How to Register for the SEI Communities 1:26

Community Connect Overview 5:11

The What's Trending education series has now been live for one year! It has been a year of learning and collaboration on best practices for SEI Technology. It has also been a year of exploring what the trending topics are currently with the SEI Advisor Center. Along with this we have also made quite a lot of updates to our technology to benefit our advisors. With 2023 coming to an end we wanted to take a moment and take a look back at the past year and review some of our most exciting updates as well as take a look forward on what is to come. Please join us for our webinar on January 4th to ask any questions!

A look back at 2023 6.05

What’s Trending is an educational series helping you to learn more about our technology, request one on one training, and chat with our experts.

This webinar covers going over some of SEI’s best practices that can help you in best maintaining and servicing your clients. Some of these items include, Beneficiaries, RMD’s and more.

Standing Instructions and the IRA Compliance Dashboard

Interested party access for the Investor Portal and Consolidated Statements

Our technology is always improving and evolving. Our Proposal Builder action is one that has undergone a lot of changes and improvements within the past year so we felt this was a great opportunity to take a moment to do a full overview. Learn more about our Proposal Builder tool to be sure you, our clients are using all it has to offer to then help your clients proceed with opening a new account with SEI. Please watch our new video's below to learn about our Proposal Builder tool and  we would then love to see you at our live webinar April 4th. 

Getting Started 1:51

Building out the proposal 3:46

Tax transition analysis and Goals 2:41

Implement/ the presentation 3:41

Learn more about our Digital Account Open Tool. Our Digital Account Open Tool allows you to open accounts for your clients using our streamline user friendly technology. Our Digital Account Open tool has built in not in good order detection as well as the ability to add beneficiaries, banking instructions and initiate a transfer all in one action.

Access, Account Selection, Account Overview and Owner sections of the checklist

Risk Tolerance Questionnaire, Investment Summary

Account Funding

Advisor Fee, Standing Instructions, Other details, Beneficiaries

Next Steps