WealthConductor LLC, a FinTech company that arms enterprise and financial advisor clients with an integrated retirement income planning software called IncomeConductor, today announced that IncomeConductor is now available with the SEI Wealth PlatformSM (the Platform), enabling independent advisors that utilize both SEI’s Platform and IncomeConductor to easily connect their clients’ underlying accounts and facilitate scale through automation.
“Our collaboration with SEI is designed to facilitate the data that feeds into each client’s retirement income plan while offering advisors the efficiencies they need to scale their business rapidly; this is an exciting development for us,” says Sheryl O’Connor, CEO and co-founder of WealthConductor LLC. “Our focus is to help advisors better serve the retirement market with a compelling strategy, and for those that utilize the investment management and business outsourcing services offered by SEI, this direct feed allows them to easily connect their clients’ underlying accounts into IncomeConductor and facilitate scale through automation.”
About Independent Advisor Solutions by SEI
Independent Advisor Solutions by SEI provides independent financial advisors with wealth management services through outsourced investment strategies, administration and technology services, and practice management programs. It is through these services that SEI helps advisors save time, grow revenues, and differentiate themselves in the market. With a history of financial strength, stability, and transparency, Independent Advisor Solutions has been serving the independent financial advisor market for more than 25 years, has 7,500 advisors who work with SEI, and $75.1 billion in advisors’ assets under management (as of Dec. 31, 2020). Independent Advisor Solutions is a strategic business unit of SEI. For more information, visit seic.com/advisors.
After 50 years in business, SEI (NASDAQ:SEIC) remains a leading global provider of investment processing, investment management, and investment operations solutions designed to help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of Dec. 31, 2020, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers approximately $1 trillion in hedge, private equity, mutual fund and pooled or separately managed assets, including approximately $369 billion in assets under management and $787 billion in client assets under administration. For more information, visit seic.com.