SEI Wealth Platform sm November 23, 2020 Release. Webinar: November 19, 2020

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SEI Wealth Platform

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November 23, 2020 Release

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New Features and Enhancements to the SEI Wealth Platform

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SEI Advisor Center

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New Email Notifications

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Bulk Tax Document Download

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Plus More

Access My Portfolio

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Transaction Types and Totals

A Look Ahead

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A few items to know about

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Where to find the release content

You can access current and past

release content from within the Help

Menu. Select the Resources tab and

then expand the SEI Wealth Platform

New Features category.

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Additional Activity Attributes

Smith, Jane Smith #123456 SEI Strategy (Capital)

Producer: Sample Advisor Name

Sample Initiator Smith, Jane Smith #123456 Holding MMKT (Capital) Smith, Jane Smith #123456 SEI Strategy (Capital)

Sample Initiator Smith, Jane Smith, Jane Smith, Jane Smith, Jane Smith #123456 SEI Strategy (Capital)

Sample Initiator

SAMPLE

Method, Pay to name, Percentage

Method

Transfer To (Client name), Account (to account),

Portfolio (to portfolio), Percentage

Smith, Jane Smith #123456 Holding MMKT (Capital) 100%

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Recurring Symbol

Smith, Jane Smith, Jane Smith, Jane Smith, Jane Smith #123456 SEI Strategy (Capital)

Sample Initiator

SAMPLE

The Recurring symbol has been removed for one-time

scheduled cash events. Easily identify which cash

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Smith, Jane

Sample Initiator

SAMPLE

Investigating Activities Needing Approval

An approver can add a note when selecting the

Investigating action, which will display an icon including

the note entered for others to view.

Calling the client

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Manage My Preferences - Email Notifications

You will need to OPT-IN (check the boxes) for any of the six new options to

begin to receive the daily notification email. Only those that you have

selected will display in the email.

A Daily Notification email will be sent each morning containing completed

transactions from the prior day.

These notifications contain the actual completed transaction value as

opposed to the estimate values that may display with the submitted activity.

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Daily Notification Email

Account Open will display Client

Last Name, Client Account

Number (last 3 digits), and Date

Others will display Client Last

Name, Client Account Number

(last 3 digits), Date, Amount, and

Transaction ID

When no transactions were

processed on the previous day, a

No activity completed during the

last business day. Message will

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968 #123968

SAMPLE

Daily Notification Email - Account Open

Easily search for the newly opened account by

using the last 3 digits of the account number.

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Daily Notification Email - Transaction ID

The Transaction ID is the confirmation number for each of the completed

transactions. Use the Transaction ID for searching within SEI Advisor

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Daily Notification Email - Transaction ID

Search for the Transaction ID from within the Filters & Options. Additional details

can be found by selecting the Transaction ID number.

SAMPLE

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Manage My Preferences - Email Notifications

Existing Email Notifications are based on daily activities and as these types of activities

occur, an email is automatically sent for any of the events that you OPT-In to.

View the information discussed today regarding the new email notifications plus learn

more about the existing email notifications from within the Email Notifications Guide.

View the new Email Notifications Guide for screenshots and

details regarding the new and existing email notification events.

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SAMPLE

Financial Details – Data As Of

New Filters & Options added to the Financial Details page for Cash Flow, Income

Earned Gross, and Realized Gain/Loss.

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Financial Details – Data As Of

Year To Date will be the default option.

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SAMPLE

#123456

SAMPLE

Hoover Sample Firm Name

Account First Funding Date

View the Account First Funding Date from the Overview page – Account

Detail portlet or the Details page from an Account level.

If the Account First Funding Date occurred prior to the account migrating from

Business Builder to SEI Advisor Center, this date will be the same as the

Account Open date, since there were no Account First Funding Dates

established on Business Builder.

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Bulk Tax Document Download

Similar to the Bulk Statement Downloads process, there

is now a Bulk Tax Document Downloads option.

Found on the Download Documents & Data page.

View the new Bulk Tax Document Downloads Guide

for screenshots and details regarding filtering and

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Sample Advisor Name_NOV_2020_1.zip

SAMPLE

Available

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TRANSACTION TYPES AND TOTALS

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SAMPLE

Transaction Sub-Type

A new Transaction Sub-Type dropdown is now available on the Transactions page. When selecting

a Transaction Type, the client will also be able to select a Sub-Type for further categories.

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Transaction Type TOTAL

A new TOTAL column will appear when selecting a Transaction Type other than All. The TOTAL will display

for all Transaction Sub-Types for the chosen Transaction Type or for a specific Transaction Sub-Type.

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More details available soon

An enhancement to the log-in process, which will allow for a text or call verification, is targeted to released in

December for SEIAdvisorCenter.com and in January for AccessMyPortfolio.com.

An email communication will be sent prior to this update occurring.

With the release of the January 2021 statement, a new RMD section will be included for the applicable

accounts. This RMD section will be similar to the information that is provided on AccessMyPortfolio.com today.

Details about this update will be available prior to the January 2021 statement.

Within the Advanced Client Reporting site, the default account level benchmark is set to the Lipper MMKT

benchmark. We are working to change the default account level benchmark to none.

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Thank you

for your time today!

For any other questions please reach out to the SEI Service Team!

For Financial Intermediary Use Only. Not for public distribution.

Information provided by Independent Advisor Solutions by SEI.

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