SEI Enhances Advisor Services Through New Strategic Collaborations with Nifty, Jump, and TIFIN Wealth

SEI Expands Advisor Services with New Partnerships

On February 6, 2025, SEI® (NASDAQ: SEIC), a prominent player in financial technology and asset management, announced the growth of its advisor service offerings through strategic alliances with Nifty, Jump, and TIFIN Wealth. This expansion is primarily aimed at addressing prevalent challenges faced by financial advisors while encouraging their business growth and enhancing client interactions.

Key Features of the Partnerships

The new partnerships introduced by SEI come equipped with various tools and services tailored specifically for financial advisors. These services include:

1. Jump

Jump focuses on streamlining the advisory process by reducing the time spent on administrative tasks during client meetings. By leveraging its AI Meeting Assistant, it integrates effortlessly with essential advisory technologies, allowing advisors to automate the recording of meeting notes and tasks. This not only saves valuable time but also enhances the overall experience for both advisors and clients. The platform prides itself on being customizable, secure, and user-friendly.

2. Nifty

Nifty provides personalized support for registered investment advisors (RIAs) through tailored digital marketing and client services. Their flexible service model can be implemented on a continuous basis or for individual projects, enabling advisors to focus on compliance and deliver superior client experiences. Nifty's services aim to reduce administrative fatigue and improve operational efficiency—crucial aspects in a competitive industry.

3. TIFIN Wealth

Designed to improve how advisors present investment opportunities, TIFIN Wealth offers a platform for generating personalized investment proposals. Utilizing advanced risk alignment techniques, it enhances advisors' insights into client needs through goals-based planning and financial personality assessments.

A Commitment to Client-Centric Solutions

Shauna Mace, who serves as the Head of Advisor Services and Practice Management for SEI, commented on the company's commitment to responding to client needs through product innovation and strategic partnerships. Mace emphasized that by continually evolving SEI's comprehensive solutions, advisors are better positioned to thrive and grow in an ever-changing wealth management landscape.

Mace stated, “Our client-centric model helps advisors grow, scale, and adapt in a constantly evolving wealth management landscape.” The partnerships now offer discounted rates for these services, allowing advisors to allocate their resources wisely and improve their client service effectiveness.

SEI’s Role in Financial Services

SEI has established itself as a global leader in providing financial technology, operations, and asset management services, managing over $1.6 trillion in assets as of the end of December 2024. By tailoring its services to meet the unique needs of its clients, SEI aims to enhance their operational efficiencies and overall service delivery.

The addition of Nifty, Jump, and TIFIN Wealth enriches SEI's offerings and reaffirms its dedication to helping advisors navigate the evolving challenges of the financial services sector. As SEI continues to develop partnerships and refine its service models, it remains committed to empowering financial advisors and enhancing their client relationships, ultimately fostering a more sustainable growth path in wealth management.

For further information about SEI’s range of services, visit seic.com.