【實用財經app】SEI BusinessBuilder Mobile|最夯免費app

For Registered Investment Advisors (RIAs) with access to SEI BusinessBuilder© from SEI Advisor Network.

SEI BusinessBuilder Mobile allows you to stay connected with your clients while you’re on the move, with our new app for Android devices. With just a few simple clicks, you can look into your practice and client accounts in order to meet your business needs - anywhere and at any time. You can view:

• Client profiles, positions and activities

• Client summary by asset type

• Unrealized gains and losses

• Statement and fee detail

• Practice-level assets under management and pending transfers

免費玩SEI BusinessBuilder Mobile APP玩免費

免費玩SEI BusinessBuilder Mobile App

SEI BusinessBuilder Mobile APP LOGO

SEI BusinessBuilder Mobile APP QRCode