SEI Launches Practice Management Hub for Advisors in Canada
SEI (NASDAQ:SEIC) has launched GrowthLink, a practice management hub tailored for Canada-based advisors. GrowthLink aims to provide actionable tools and resources to help advisors achieve business growth, focusing on key themes such as achieving business goals, gaining referrals, and finding ideal clients. Designed as an on-demand platform, GrowthLink will allow advisors to implement these tools into their practices efficiently. Shauna Mace, Head of Practice Management, emphasized that GrowthLink aims to help advisors deliver personalized client experiences and scale their businesses globally.
- Launch of GrowthLink aims to support business growth for Canada-based advisors.
- GrowthLink focuses on five critical practice management themes.
- On-demand access allows advisors to implement tools efficiently.
- Shauna Mace highlights global expansion of SEI's practice management capabilities.
- Platform helps advisors deliver personalized, impactful advice, enhancing client relationships.
- No specific financial data or projections were provided.
- Potential initial costs and time investment for advisors to adopt the new platform.
- Success depends on advisor engagement and effective use of the tools provided.
On-Demand Access to Actionable Tools Helps Drive Business Growth
GrowthLink will initially focus on five central practice management themes, including:
- Achieving business goals
- Gaining referrals
- Communicating differentiated messaging
- Finding ideal clients
- Coaching through biases
Designed as an on-demand experience, additional resources will be added to empower advisors to implement actionable ideas into their practices.
Shauna Mace, Head of Practice Management, said:
"Growth-minded advisors are constantly looking for practice management tools that can help them deliver the personalized experiences that meet clients' needs and demands. As we expand our practice management capabilities globally, we're continuing to provide advisors of all sizes with action-oriented resources to unlock their potential and scale their businesses.
"The launch of GrowthLink is an important step toward helping advisors meet these goals, so they can focus on what they do best: deepening client relationships with impactful, tailored advice that powers the future of wealth."
About SEI®
SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of March 31, 2024, SEI manages, advises, or administers approximately CAD
About SEI Canada
Founded in 1983, SEI's Canadian business offers integrated investment management and strategic advice solutions to help institutional investors and intermediaries achieve their organizational goals and fulfill fiduciary responsibilities. SEI's investment approach provides multi-manager, globally diversified strategies with an appropriate home-country bias for Canadian retail investors. SEI's goals-based strategies, strategic asset allocation strategies, and asset class funds are available through select dealer relationships. For more information, visit seic.com/en-CA.
Company Contact: | Media Contact: |
Emily Baldwin | Elizabeth Colleran |
SEI | Vested |
+1 610-676-3262 | +1 416-322-2863 |
ebaldwin@seic.com | elizabeth.colleran@fullyvested.com |
View original content:https://www.prnewswire.com/news-releases/sei-launches-practice-management-hub-for-advisors-in-canada-302168670.html
SOURCE SEI Investments Company
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