The SEI Proposal System by awu58943

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									The SEI Proposal System




      Make the Sale to Your Clients:
         Easier, Faster, Better
The SEI Proposal System is a new tool that lets you generate professional
and personalized recommendations to your clients and prospects quickly
and compellingly.

The SEI Proposal System has been designed to present a comprehensive
investment plan and investment strategies so dynamically that it becomes
your most powerful and compelling sales tool.



A Single Solution.                                                   A Compelling Presentation.
Regardless of your client’s situation, goals, current financial      The SEI Proposal System provides you with more than an
resources, or risk tolerance, the SEI Proposal System is             investment proposal. It supplies you with a compelling
the single system you need to generate a proposal. This              presentation and a powerful sales tool that:
integrated application streamlines the proposal process,
guiding you intuitively and efficiently through the steps to
                                                                     Promotes You and Your Company.
produce a customized and client-friendly investment proposal
                                                                     All investment proposals are co-branded with the advisor and
accompanied by an Investment Policy Statement.
                                                                     SEI. Each one features your logo, your name, and your firm’s
The SEI Proposal System allows you to generate a comprehensive,      profile. The proposal presents you, your company, and SEI
quality investment proposal in minutes. You no longer have to        clearly and persuasively to your prospective client: it makes
wait for a proposal to be developed by a third-party provider        the case for choosing you.
and thereby lose precious time. You can work up the proposal
right from your desk or laptop immediately upon completing a
simple client goals assessment. This results in a personalized,
                                                                     Speaks Directly to Your Client.
actionable proposal, significantly shortening your sales cycle and   With the SEI Proposal System, you can choose between two
increasing the likelihood of a prospect turning into a new client.   fully-customized proposal format options to meet specific client
                                                                     needs. Each proposal option produces full-color output with
While the SEI Proposal System allows you to complete investment
                                                                     attractive and helpful graphics.
proposals on your own easily and efficiently, SEI representatives
stand ready to collaborate with you in order to assist you in the
sales process for your high-level clients.
                                                                                         G
                                                                                     The Goals-Based Proposal.
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The Traditional Proposal.




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presentation. The customized investment program is presented
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to demonstrate an overall plan as well as the investment                                                                                                                                                                                                                                                                                                               e
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     23



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recommendations.                                                                                                                                                                                                                                                                                        Decembe
                                                                                                                                                                                                                                                                                                                r 12, 201




Presents Comprehensive Data.                                                                                                   Offers Complete Flexibility.
When you use the SEI Proposal System, you automatically                                                                        Because you are in complete control when you use the SEI
generate a full set of documents for your client: the investment                                                               Proposal System, you not only generate a proposal within
proposal and the Investment Policy Statement, plus detailed                                                                    minutes for your client, but you can also make changes to it
analytical reports and all the corresponding forms to establish                                                                as needed as you discuss the details with your client or as
new accounts. The investment proposal is an effective sales                                                                    your client’s circumstances change over time. You can then
presentation, walking your client through the advantages of                                                                    produce an updated proposal immediately for your client’s
choosing you, SEI, and the customized investment strategies                                                                    review and approval.
that are being recommended. The Investment Policy Statement
delineates comprehensive data about the client and the
investment strategy, including:
                                                                                                                               Begin using the SEI Proposal
  • portfolio implementation                                                                                                   System for all your investment
  • hypothetical performance charts                                                                                            proposal needs!



             How To Access The SEI Proposal System
                                 Watch for an e-mail with your temporary username and password.

                                 Go to www.SEIBusinessBuilder.com and use your temporary username and password to login.

                                 Run a proposal and see the results for yourself!

             If you have any questions about how to access and utilize the SEI Proposal System, call your SEI Relationship Team
             at 1-800-SEI-1003.



                                                      This Proposal was developed using proprietary investment modeling systems designed by SEI Investments
                                                      Management Corporation, a wholly owned subsidiary of SEI Investments Company. The advisor is solely
                                                      responsible for determining the suitability of this Proposal for the Investor, including the suitability of the asset
                                                      allocation strategies and any money manager, mutual fund, security or asset included in the Proposal.
1 Freedom Valley Drive   Oaks, PA 19456   1-800-SEI-1003   www.seic.com/advisornetwork

                                                                                         7015-2 6/07

								
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