SEI has integrated Advizr’s financial planning tool into its existing automated workflows and expanded the SEI BusinessWise Program, enabling advisors to more efficiently build and deliver actionable financial plans to their clients.
The addition of Advizr’s tool to the SEI BusinessWise Program, coupled with the advanced technology and integrated workflows of the SEI Wealth Platform, supports financial advisors in scaling their businesses SEI has expanded the SEI BusinessWise Program, enabling advisers to more efficiently build and deliver actionable financial plans to their clients.
According to SEI’s 2018 study, which surveyed 542 advisers, only 41 per cent view financial planning as their core value proposition. When it comes to executing the financial planning process, 26 per cent said finding the right technology to effectively co-plan with their clients is most difficult.
“By integrating Advizr’s financial planning tool into our expanded technology program, we are helping advisers solve the current problem they face with efficiency and delivering holistic financial planning advice,” says Raef Lee, Managing Director and Head of New Services and Strategic Partnerships at Independent adviser Solutions by SEI. “This self-directed technology is key for helping advisers create effective adviser- and consumer-driven planning.”
Advizr’s intuitive and flexible modular workflows, versatile user interface, and technology tools empower advisers with the following:
• Planning capability that continuously connects them and their clients, remotely or in person
• Personalised adviser training
• Integrated software to efficiently deliver high-quality plans for an impactful user experience
“We are pleased to strategically partner with SEI, an industry leader similarly committed to streamlining the planning process for advisers and providing them all the tools they need to foster engaged, successful relationships with their clients,” says Hussain Zaidi, Co-Founder and CEO of Advizr. “We only see increased success for all involved as SEI and Advizr work in tandem to deliver this critical technology integration and continue to help financial advisers build successful practices.”
