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.
If you've been set up with access to SEI strategies in Riskalyze, here’s how you’ll find them.
1. Inside a client’s portfolio, click in the Add Investment field, then type #SEI to filter SEI strategies and include the strategy name or description. For example, #SEI Growth will return any SEI growth funds.
2. Model Portfolios. 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
FAQ
- Already use 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!
- If you are an existing Riskalyze customer and do not have SEI strategies in your account, please contact Support and we will get you squared away: [email protected]
- Are you an SEI Advisor interested in Riskalyze? Contact our Sales Team for more information: 1-855-RISKALYZE or [email protected]