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SEI GoalPortal for iOS

Developer's Description

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

Full Specifications

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.

General

Release June 22, 2016
Date Added December 2, 2014
Version 1.3

Operating Systems

Operating Systems iOS
Additional Requirements Compatible with: ipad2wifi, ipad23g, ipadthirdgen, ipadthirdgen4g, ipadfourthgen, ipadfourthgen4g, ipadmini, ipadmini4g

Popularity

Total Downloads 5
Downloads Last Week 0
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