SEI GoalPortal for iOS

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Key Details of SEI GoalPortal

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...
Last updated on June 22, 2016
Virus scan status:
Clean (it’s extremely likely that this software program is clean)

Developer’s Description

By SEI Global Services

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...

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