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.