SEI Expands Advisor Services with Three Strategic Partnerships

Core Insights - SEI has expanded its strategic partnerships with Nifty, Jump, and TIFIN Wealth to enhance advisor services, focusing on reducing costs, saving time, and increasing efficiencies for financial advisors [1][2] - The new services include client meeting support, virtual assistant support, and scalable financial planning and risk management tools, aimed at addressing common business challenges faced by advisors [1][2] - SEI's commitment to client-centric solutions is evident in its approach to product design, technology enhancements, and expanding its network of service providers [2] Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services, managing approximately $1.6 trillion in assets as of December 31, 2024 [4] - The company focuses on helping clients effectively deploy their capital—money, time, or talent—to better serve their clients and achieve growth objectives [4] New Partnerships and Services - Jump offers an AI Meeting Assistant that reduces administrative time for advisors while enhancing the client experience through seamless integration with key advisor technology tools [5] - Nifty provides tailored digital marketing, client servicing, and financial planning solutions for registered investment advisors (RIAs), enabling them to streamline operations and focus on client experiences [5] - TIFIN Wealth delivers a personalized investment proposal generation platform that enhances advisors' client views through goals-based planning and financial personality assessments [5]