Description:
Available only for use by advisors whose firms have an agreement with SEI for use of this app.
SEI GoalPortal™ features SEI’s proprietary Discovery Board which helps advisors take their clients through a guided self-discovery process to identify and prioritize their goals. This process can foster meaningful conversations around the financial and non-financial aspects of their life.
Key Features:
- Interactive Discovery Board
- Comprehensive list of financial and life events to organize your client’s goals
- Help you to evaluate your client’s overall attitude to risk and the amount of risk they are willing to assume for each goal
- Create a plan that is directly aligned to your client’s life
- Generate a client-ready proposal