{"id":809961,"date":"2025-02-06T09:08:28","date_gmt":"2025-02-06T14:08:28","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/"},"modified":"2025-02-06T09:08:28","modified_gmt":"2025-02-06T14:08:28","slug":"sei-expands-advisor-services-with-three-strategic-partnerships","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/","title":{"rendered":"SEI Expands Advisor Services with Three Strategic Partnerships"},"content":{"rendered":"<div class=\"xn-newslines\">\n<p class=\"xn-distributor\">PR Newswire<\/p>\n<\/p><\/div>\n<div class=\"xn-content\">\n<p class=\"prntac\">\n        <i>Access to More Service Providers Helps Advisors Reduce Costs, Save Time, and Increase Efficiencies<\/i>\n      <\/p>\n<p>\n        <span class=\"legendSpanClass\"><br \/>\n          <span class=\"xn-location\">OAKS, Pa.<\/span><br \/>\n        <\/span>, <span class=\"legendSpanClass\"><span class=\"xn-chron\">Feb. 6, 2025<\/span><\/span> \/PRNewswire\/ &#8212; <u><a href=\"https:\/\/c212.net\/c\/link\/?t=0&amp;l=en&amp;o=4356078-1&amp;h=3960246873&amp;u=https%3A%2F%2Fwww.seic.com%2F&amp;a=SEI\" target=\"_blank\" rel=\"nofollow\">SEI<\/a><\/u><sup>\u00ae<\/sup> (NASDAQ:SEIC) today announced the expansion of its strategic partnerships with the additions of Nifty, Jump, and TIFIN Wealth. Designed to help advisors solve common business challenges while propelling their business growth, these services include client meeting support, virtual assistant support, and scalable and affordable financial planning and risk management tools.<\/p>\n<p>Available to clients at a discounted rate, SEI&#8217;s <a href=\"https:\/\/c212.net\/c\/link\/?t=0&amp;l=en&amp;o=4356078-1&amp;h=3333709636&amp;u=https%3A%2F%2Fwww.seic.com%2Frias-independent-advisors%2Fadvisor-services%2Four-strategic-partners&amp;a=advisor+services\" target=\"_blank\" rel=\"nofollow\"><u>advisor services<\/u><\/a> help reduce costs, save time, focus on client relationships, and increase efficiencies. The new strategic partnerships and services include:<\/p>\n<ul type=\"disc\">\n<li>\n          <b>Jump:<\/b> Allows advisor teams to cut meeting administrative time, while elevating the client and advisor experience by putting notes and tasks on AI autopilot. Their AI Meeting Assistant seamlessly integrates with many key advisor technology tools and is designed to be easy, customizable, and secure.<\/p>\n<\/li>\n<li>\n          <b>Nifty Advisor Support:<\/b> Provides registered investment advisors (RIAs) with tailored digital marketing, client servicing, and financial planning solutions. Nifty&#8217;s flexible services\u2014available on both ongoing and project-based models\u2014enable RIAs to streamline operations, help with compliance, and focus on delivering exceptional client experiences, while helping businesses scale efficiently and reduce decision fatigue and administrative burdens.<\/p>\n<\/li>\n<li>\n          <b>TIFIN<sup>* <\/sup>Wealth:<\/b> Delivers a personalized investment proposal generation platform that uses advanced risk alignment as its foundation and can enhance an advisor&#8217;s client view through a simple goals-based planning and financial personality assessment.<\/li>\n<\/ul>\n<p>\n        <b><br \/>\n          <span class=\"xn-person\">Shauna Mace<\/span>, Head of Advisor Services and Practice Management for SEI, said: <\/b>\n      <\/p>\n<p>&#8220;We are deeply committed to listening to our clients and evolving our comprehensive solutions to meet their needs. Whether that&#8217;s through product design, technology enhancements, or expanding our network of service providers, our client-centric model helps advisors grow, scale, and adapt in a constantly evolving wealth management landscape.<\/p>\n<p>&#8220;By managing valuable providers and offering access to discounted pricing, we continue to help advisors more intelligently deploy their capital so they can more effectively serve their clients.&#8221;<\/p>\n<p>\n        <sup>*<\/sup>In <span class=\"xn-chron\">February 2024<\/span>, SEI announced a strategic investment in TIFIN.<\/p>\n<p>\n        <b>About SEI<sup>\u00ae<br \/><\/sup><\/b>SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital\u2014whether that&#8217;s money, time, or talent\u2014so they can better serve their clients and achieve their growth objectives. As of <span class=\"xn-chron\">Dec. 31, 2024<\/span>, SEI manages, advises, or administers approximately <span class=\"xn-money\">$1.6 trillion<\/span> in assets. For more information, visit <a href=\"https:\/\/c212.net\/c\/link\/?t=0&amp;l=en&amp;o=4356078-1&amp;h=3910657893&amp;u=https%3A%2F%2Fwww.seic.com%2F&amp;a=seic.com\" target=\"_blank\" rel=\"nofollow\"><u>seic.com<\/u><\/a>.<\/p>\n<div>\n<table border=\"0\" cellspacing=\"0\" cellpadding=\"1\" class=\"prnbcc\">\n<tr>\n<td class=\"prngen2\" colspan=\"1\" rowspan=\"1\">\n<p class=\"prnml4\">\n                <span class=\"prnews_span\"><br \/>\n                  <b><br \/>\n                    <u>Company Contact:<\/u><br \/>\n                  <\/b>\u00a0<\/span>\n              <\/p>\n<\/td>\n<td class=\"prngen2\" colspan=\"1\" rowspan=\"1\">\n<p class=\"prnml4\">\n                <span class=\"prnews_span\"><br \/>\n                  <b><br \/>\n                    <u>Media Contact:<\/u><br \/>\n                  <\/b><br \/>\n                <\/span>\n              <\/p>\n<\/td>\n<\/tr>\n<tr>\n<td class=\"prngen2\" colspan=\"1\" rowspan=\"1\">\n              \n            <\/td>\n<td class=\"prngen2\" colspan=\"1\" rowspan=\"1\">\n              \n            <\/td>\n<\/tr>\n<tr>\n<td class=\"prngen2\" colspan=\"1\" rowspan=\"1\">\n<p class=\"prnml4\">\n                <span class=\"prnews_span\">Emily Baldwin\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<\/span>\n              <\/p>\n<\/td>\n<td class=\"prngen2\" colspan=\"1\" rowspan=\"1\">\n<p class=\"prnml4\">\n                <span class=\"prnews_span\">Kerry\u00a0Mullen<\/span>\n              <\/p>\n<\/td>\n<\/tr>\n<tr>\n<td class=\"prngen2\" colspan=\"1\" rowspan=\"1\">\n<p class=\"prnml4\">\n                <span class=\"prnews_span\">SEI\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<\/span>\n              <\/p>\n<\/td>\n<td class=\"prngen2\" colspan=\"1\" rowspan=\"1\">\n<p class=\"prnml4\">\n                <span class=\"prnews_span\">Vested<\/span>\n              <\/p>\n<\/td>\n<\/tr>\n<tr>\n<td class=\"prngen2\" colspan=\"1\" rowspan=\"1\">\n<p class=\"prnml4\">\n                <span class=\"prnews_span\">+1 610-676-3262\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<\/span>\n              <\/p>\n<\/td>\n<td class=\"prngen2\" colspan=\"1\" rowspan=\"1\">\n<p class=\"prnml4\">\n                <span class=\"prnews_span\">+1 917-765-8720<\/span>\n              <\/p>\n<\/td>\n<\/tr>\n<tr>\n<td class=\"prngen2\" colspan=\"1\" rowspan=\"1\">\n<p class=\"prnml4\">\n                <span class=\"prnews_span\"><br \/>\n                  <a href=\"mailto:ebaldwin@seic.com\" target=\"_blank\" class=\"prnews_a\" rel=\"nofollow\">ebaldwin@seic.com<\/a>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<\/span>\n              <\/p>\n<\/td>\n<td class=\"prngen2\" colspan=\"1\" rowspan=\"1\">\n<p class=\"prnml4\">\n                <span class=\"prnews_span\"><br \/>\n                  <a href=\"mailto:kerry@fullyvested.com\" target=\"_blank\" class=\"prnews_a\" rel=\"nofollow\">kerry@fullyvested.com<\/a><br \/>\n                <\/span>\n              <\/p>\n<\/td>\n<\/tr>\n<\/table><\/div>\n<p>\u00a0<\/p>\n<p id=\"PURL\">\n        <img loading=\"lazy\" decoding=\"async\" title=\"Cision\" width=\"12\" height=\"12\" alt=\"Cision\" src=\"https:\/\/c212.net\/c\/img\/favicon.png?sn=PH12468&amp;sd=2025-02-06\" \/> View original content:<a id=\"PRNURL\" rel=\"nofollow\" href=\"https:\/\/www.prnewswire.com\/news-releases\/sei-expands-advisor-services-with-three-strategic-partnerships-302369157.html\" target=\"_blank\">https:\/\/www.prnewswire.com\/news-releases\/sei-expands-advisor-services-with-three-strategic-partnerships-302369157.html<\/a><\/p>\n<p>SOURCE  SEI Investments Company<\/p>\n<\/p><\/div>\n<p>    <img decoding=\"async\" alt=\"\" src=\"https:\/\/rt.prnewswire.com\/rt.gif?NewsItemId=PH12468&amp;Transmission_Id=202502060900PR_NEWS_USPR_____PH12468&amp;DateId=20250206\" style=\"border:0px;width:1px;height:1px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>PR Newswire Access to More Service Providers Helps Advisors Reduce Costs, Save Time, and Increase Efficiencies OAKS, Pa. , Feb. 6, 2025 \/PRNewswire\/ &#8212; SEI\u00ae (NASDAQ:SEIC) today announced the expansion of its strategic partnerships with the additions of Nifty, Jump, and TIFIN Wealth. Designed to help advisors solve common business challenges while propelling their business growth, these services include client meeting support, virtual assistant support, and scalable and affordable financial planning and risk management tools. Available to clients at a discounted rate, SEI&#8217;s advisor services help reduce costs, save time, focus on client relationships, and increase efficiencies. The new strategic partnerships and services include: Jump: Allows advisor teams to cut meeting administrative time, while elevating the client and advisor experience &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;SEI Expands Advisor Services with Three Strategic Partnerships&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-809961","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>SEI Expands Advisor Services with Three Strategic Partnerships - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SEI Expands Advisor Services with Three Strategic Partnerships - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"PR Newswire Access to More Service Providers Helps Advisors Reduce Costs, Save Time, and Increase Efficiencies OAKS, Pa. , Feb. 6, 2025 \/PRNewswire\/ &#8212; SEI\u00ae (NASDAQ:SEIC) today announced the expansion of its strategic partnerships with the additions of Nifty, Jump, and TIFIN Wealth. Designed to help advisors solve common business challenges while propelling their business growth, these services include client meeting support, virtual assistant support, and scalable and affordable financial planning and risk management tools. Available to clients at a discounted rate, SEI&#8217;s advisor services help reduce costs, save time, focus on client relationships, and increase efficiencies. The new strategic partnerships and services include: Jump: Allows advisor teams to cut meeting administrative time, while elevating the client and advisor experience &hellip; Continue reading &quot;SEI Expands Advisor Services with Three Strategic Partnerships&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-02-06T14:08:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/c212.net\/c\/img\/favicon.png?sn=PH12468&amp;sd=2025-02-06\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/sei-expands-advisor-services-with-three-strategic-partnerships\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/sei-expands-advisor-services-with-three-strategic-partnerships\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"SEI Expands Advisor Services with Three Strategic Partnerships\",\"datePublished\":\"2025-02-06T14:08:28+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/sei-expands-advisor-services-with-three-strategic-partnerships\\\/\"},\"wordCount\":447,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/sei-expands-advisor-services-with-three-strategic-partnerships\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/c212.net\\\/c\\\/img\\\/favicon.png?sn=PH12468&amp;sd=2025-02-06\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/sei-expands-advisor-services-with-three-strategic-partnerships\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/sei-expands-advisor-services-with-three-strategic-partnerships\\\/\",\"name\":\"SEI Expands Advisor Services with Three Strategic Partnerships - 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/","og_locale":"en_US","og_type":"article","og_title":"SEI Expands Advisor Services with Three Strategic Partnerships - Market Newsdesk","og_description":"PR Newswire Access to More Service Providers Helps Advisors Reduce Costs, Save Time, and Increase Efficiencies OAKS, Pa. , Feb. 6, 2025 \/PRNewswire\/ &#8212; SEI\u00ae (NASDAQ:SEIC) today announced the expansion of its strategic partnerships with the additions of Nifty, Jump, and TIFIN Wealth. Designed to help advisors solve common business challenges while propelling their business growth, these services include client meeting support, virtual assistant support, and scalable and affordable financial planning and risk management tools. Available to clients at a discounted rate, SEI&#8217;s advisor services help reduce costs, save time, focus on client relationships, and increase efficiencies. The new strategic partnerships and services include: Jump: Allows advisor teams to cut meeting administrative time, while elevating the client and advisor experience &hellip; Continue reading \"SEI Expands Advisor Services with Three Strategic Partnerships\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/","og_site_name":"Market Newsdesk","article_published_time":"2025-02-06T14:08:28+00:00","og_image":[{"url":"https:\/\/c212.net\/c\/img\/favicon.png?sn=PH12468&amp;sd=2025-02-06","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"SEI Expands Advisor Services with Three Strategic Partnerships","datePublished":"2025-02-06T14:08:28+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/"},"wordCount":447,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/#primaryimage"},"thumbnailUrl":"https:\/\/c212.net\/c\/img\/favicon.png?sn=PH12468&amp;sd=2025-02-06","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/sei-expands-advisor-services-with-three-strategic-partnerships\/","name":"SEI Expands Advisor Services with Three Strategic Partnerships - 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