iPad Screenshots

Description

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

What’s New

Version 2.1.0

Updated Risk Questions and Strategic Mappings

Information

Seller
SEI Investments Management Corporation
Size
7.5 MB
Category
Finance
Compatibility

Requires iOS 10.0 or later. Compatible with iPad.

Languages

English, French

Age Rating
17+
Unrestricted Web Access
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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