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
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