For Registered Investment Advisors (RIAs) with access to SEI AdvisorCenter© from SEI Advisor Network. SEI AdvisorCenter Mobile allows you to stay connected with your clients while you’re on the move, with our new app for your iPad. With just a few simple clicks, you can look into your practice and clients in order to meet your business needs – anywhere and at anytime. You can view: · Household, Client, and Account Overview· Client Financial Summary· Client and Account holdings and taxlots· Client and Account transactions and activities· Client and account statements and tax documents· Practice level views including Assets Under Management, Tasks and Activities, Net Flows, Revenue, and IRA Compliance
免費玩SEI AdvisorCenter APP玩免費
免費玩SEI AdvisorCenter App
SEI AdvisorCenter APP LOGO
SEI AdvisorCenter 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 | 6.0 App下載 | 免費 | 2014-03-14 | 2015-06-03 |
