Enhancing the Client Experience with Client Center powered by Emoney, and SEI – Connect

Doreen Roadman |

It is no great revelation that technology is a part of our everyday lives and is continually changing. It has become a part of doing business from using an app to pay at the grocery store to communicating with family, friends and colleagues through text, email, and a message portal.

Technology also plays a vital role in the way that investments are made and evaluated as well as how financial planning is done. Gone are the days of the ticker tape and 3-ring binders full of your financial plan. Now trades are placed online from anywhere in the world and financial plans are updated in real time as life events happen.

SEI Connect is online access to view accounts and retrieve documents and Client Center powered by Emoney (Client Center) is financial planning software. Below we will discuss the features of each.

SEI Investments is a third-party money manager that has introduced a new and enhanced platform designed to elevate the investment experience. As part of their ongoing commitment to providing cutting-edge services, they are transitioning from the former SEI: Access-my-Portfolio to SEI Connect.  

Here are some key advantages of the SEI-Connect platform:

  • Easy to use – The investor portal is designed with the user in mind, offering a clean and simple interface that is intuitive to use.
  • Access finances on the go – Users can download the SEI Connect - Investor app for convenient access to their finances.
  • Mobile document scanner – Users can use the mobile app to scan, upload, and store important documents, including statements, tax forms, and legal documents. Documents will automatically be shared with you, their advisor.

Client Center is a comprehensive financial planning software that allows for third party aggregation. It provides a place for the User to organize, monitor and collaborate with their advisor.

Client Center’s Client Portal provides a place to:

  • Organize – Connect all accounts for a consolidated view of your entire financial picture
  • Track Spending – Know how much you are spending, and where.
  • Budgeting Tools – Set budgets to help reach your savings goals.
  • Screen Sharing – Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.

Client Center also provides your Advisor the opportunity to use your data to create a personalized financial plan for you based on your information.

SEI Connect and Client Center are important tools for both the client and the advisor. While there is some overlap, they each have a place in the process.