OAKS, PA — SEI® (NASDAQ: SEIC) has announced the expansion of its strategic partnerships with Nifty, Jump, and TIFIN Wealth, reinforcing its commitment to enhancing advisor services. These partnerships aim to tackle common business challenges while driving growth and innovation for registered investment advisors (RIAs).
The new partnerships introduce a suite of services designed to improve efficiency, reduce costs, and enhance client interactions. Available to advisors at discounted rates, these offerings include solutions for meeting management, virtual assistant support, and scalable financial planning tools.
Key Partnerships and Services
- Jump: This AI-powered meeting assistant minimizes administrative burdens by automating tasks like note-taking and workflow integration. Designed for flexibility and security, Jump integrates seamlessly with widely used advisor tools, saving time and improving the client experience.
- Nifty Advisor Support: Nifty offers personalized digital marketing and financial planning services tailored to each RIA. With solutions available on both ongoing and project-based models, Nifty helps RIAs scale efficiently, streamline compliance, and focus on providing superior client service.
- TIFIN Wealth: Using advanced risk alignment, TIFIN Wealth delivers a goals-based financial planning platform that helps advisors personalize investment proposals. Its approach integrates client assessments and risk analysis to enhance decision-making and tailor client strategies.
“We are deeply committed to listening to our clients and evolving our comprehensive solutions to meet their needs,” said Shauna Mace, Head of Advisor Services and Practice Management at SEI. “Whether that’s through product design, technology enhancements, or expanding our network of service providers, our client-centric model helps advisors grow, scale, and adapt in a constantly evolving wealth management landscape.”
Looking Ahead
These expanded partnerships exemplify SEI’s goal to empower RIAs with innovative tools and resources, enabling them to optimize operations, strengthen client relationships, and achieve sustainable growth. SEI has declared that it remains dedicated to adapting its advisor support services to align with the demands of a changing wealth management industry, offering strategic solutions to help advisors thrive in a competitive market.
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