SEI has announced a strategic partnership and technology integration with Wealthbox, a client relationship management (CRM) software service designed specifically for financial advisors. Wealthbox joins the nearly 50 technology integrations and strategic partnerships available to independent advisors using the SEI Wealth PlatformSM.
“As investors increasingly demand personalization, including flexible investment options, advice and support, it’s essential that advisors are armed with a simple, modern and powerful CRM to serve as the client hub for driving the investor experience,” said Allie Carey, Managing Director of Digital Experience & Collaboration for SEI’s advisor business. “We are thrilled to integrate Wealthbox into the SEI Wealth Platform, our end-to-end, transformative technology solution that provides advisors their preferred tools, positions them for growth and empowers them to more effectively and efficiently help clients achieve their financial goals.”
Through the integration, advisors can seamlessly view client profiles, account details and investment positions in the SEI Wealth Platform through single sign-on via Wealthbox. Key features include:
- Contact management with an easy-to-view layout and note-taking interface to track interactions and financial information
- Social profile inclusion to monitor and engage prospects and clients on priority social platforms
- Automated and customizable workflows to streamline client and prospect interactions
- Mobile application fully synced with a web-based account for on-the-go access to account information
“We are delighted to partner with SEI to offer their clients our comprehensive and innovative CRM,” said John Rourke, CEO of Wealthbox. “Our integration reflects our shared commitment to leverage advanced technology to help advisors manage their client relationships with greater ease and efficiency.”
