Articles in this section

SEI and Riskalyze

Avatar
Riskalyze Customer Care
  • Updated

 

1_SEI_and_Riskalyze.jpg

Many advisors love using SEI strategies in combination with Riskalyze to align a client's portfolio with their Risk Number, show prospects when they’re invested wrong and prove to clients they’re invested right.

Searching for Funds:
If you have access to SEI strategies in Riskalyze, it's as simple as navigating to a client portfolio, clicking Add Investment, and then typing in the name to find your SEI strategy.
 
Searching for Models:
SEI provides access to their updated model portfolios. To view the SEI models in Riskalyze click Models on your top navigation bar (see animation below). Not sure how to import a model into a client’s portfolio? Click Here

2_SEI_and_Riskalyze.gif

FAQ:

Are you already using SEI & Riskalyze?

If you purchased Riskalyze using the SEI code, your account is already pre-loaded with all of SEI strategies. You are good to go!

I'm unable to find SEI funds, how can I get access to these funds in Riskalyze?

If you are an existing Riskalyze customer and do not have SEI strategies in your account, please contact our customer care team and we will get you squared away: care@riskalyze.com 

Are you an SEI advisor interested in Riskalyze?

Contact our Sales Team for more information: 1-855-RISKALYZE or sales@riskalyze.com

Related articles