Description:Available only for use by advisors whose firms have an agreement with SEI for use of this app. For more information on gaining access to SEIs solutions for advisors, contact 1-855-734-9660. SEI GoalPortal features SEIs proprietary Discovery Board which helps advisors take their clients through a guided self-discovery process to identify and prioritize their goals. This process can foster meaningful conversations around the financial and non-financial aspects of their life. Key Features: - Interactive Discovery Board- Comprehensive list of financial and life events to organize your clients goals- Help you to evaluate your clients overall attitude to risk and the amount of risk they are willing to assume for each goal - Create a plan that is directly aligned to your clients life- Generate a client-ready proposal
What's new in version 1.3
Fixed bug to save information while offline more efficiently. Removed some intrusive alert boxes for a better UI experience.