SEI GoalPortal
For information on accessing SEI’s solutions for advisors, call 1-855-734-9660.
What's SEI GoalPortal APK?
SEI GoalPortal is a app for Android, It's developed by SEI Global Services, Inc. author.
First released on google play in 5 years ago and latest version released in 5 years ago.
This app has 10 download times on Google play
This product is an app in Finance category
Available only for use by advisors whose firms have an agreement with SEI for use of this app. For information on accessing SEI’s solutions for advisors, call 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 help clients converse meaningful about the financial and non-financial aspects of their lives.
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 help clients converse meaningful about the financial and non-financial aspects of their lives.