SEI BusinessBuilder Mobile
SEI BusinessBuilder Mobile APK
2.2 ․ 6 years agoFree ․ SEI Global Services, Inc. ⇣ Download APK (7.94 MB)
For Registered Investment Advisors (RIAs) with access to SEI BusinessBuilder©
What's SEI BusinessBuilder Mobile APK?
SEI BusinessBuilder Mobile is a app for Android, It's developed by SEI Global Services, Inc. author.
First released on google play in 12 years ago and latest version released in 6 years ago.
This app has 679 download times on Google play
This product is an app in Finance category
For Registered Investment Advisors (RIAs) with access to SEI BusinessBuilder© from SEI Advisor Network.
SEI BusinessBuilder Mobile allows you to stay connected with your clients while you’re on the move, with our new app for Android devices. With just a few simple clicks, you can look into your practice and client accounts in order to meet your business needs - anywhere and at any time. You can view:
• Client profiles, positions and activities
• Client summary by asset type
• Unrealized gains and losses
• Statement and fee detail
• Practice-level assets under management and pending transfers
SEI BusinessBuilder Mobile allows you to stay connected with your clients while you’re on the move, with our new app for Android devices. With just a few simple clicks, you can look into your practice and client accounts in order to meet your business needs - anywhere and at any time. You can view:
• Client profiles, positions and activities
• Client summary by asset type
• Unrealized gains and losses
• Statement and fee detail
• Practice-level assets under management and pending transfers