SEI BusinessBuilder Mobile SEI BusinessBuilder Mobile Not Available
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SEI BusinessBuilder Mobile

SEI BusinessBuilder Mobile

SEI Global Services

2.0 for iPhone, iPad
Free
0

0 Ratings

Release Date

2014-08-15

Size

10.6 MB

Screenshots for iPhone

iPhone
More Screenshots for iPad
SEI BusinessBuilder Mobile Description
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 your iPhone and iPad. 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 2.0 Update
2014-08-15 Version History
Updates for iOS7
Fixed: Scaling in login viewport.
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More Information
Price:
Free
Version:
2.0
Size:
10.6 MB
Genre:
Business
Release Date:
2014-08-15
Developer:
SEI Global Services
Language:
English German
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