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 your iPhone and iPad. 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