Description:Available only for use by advisors whose firms have an agreement with SEI for use of this app. For more information on gaining access to SEI’s solutions for advisors, contact 1-855-734-9660. 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
免費玩SEI GoalPortal APP玩免費
免費玩SEI GoalPortal App
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SEI GoalPortal APP QRCode
| 熱門國家 | 系統支援 | 版本 | 費用 | APP評分 | 上架日期 | 更新日期 |
|---|---|---|---|---|---|---|
| 未知 | iOS App Store | 1.2 App下載 | 免費 | 2014-12-02 | 2015-06-03 |
