【實用商業app】SEI AdvisorCenter|最夯免費app

For Registered Investment Advisors (RIAs) with access to SEI AdvisorCenter© from SEI Advisor Network. SEI AdvisorCenter Mobile allows you to stay connected with your clients while you’re on the move, with our new app for your iPad. With just a few simple clicks, you can look into your practice and clients in order to meet your business needs – anywhere and at anytime. You can view: · Household, Client, and Account Overview· Client Financial Summary· Client and Account holdings and taxlots· Client and Account transactions and activities· Client and account statements and tax documents· Practice level views including Assets Under Management, Tasks and Activities, Net Flows, Revenue, and IRA Compliance

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免費玩SEI AdvisorCenter App

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