About SEI
SEI provides investment processing, management and operations platforms to advisors, banks and asset managers.
SEI + Slant
Submit the Data Services Set Up/Change Form from the SEI Advisor Center, naming Slant CRM. You don't enter rep codes or choose books.
When files arrive, Slant matches account owners to one of your books by tax ID and owner name, verifies the rep codes and places the accounts in that book.
Linked accounts show a portfolio balance, asset composition, positions, recent transactions and a 90-day balance chart on the client's Custodian tab, and their market value counts toward the client's AUM. A guided setup dialog in Settings saves your progress and emails you when the connection is live.
Common use cases
Portfolio on every client record
See balances, holdings, transactions and balance history from SEI on the client's Custodian tab, with the total in the record's header.
AUM that keeps itself current
Each linked account's market value counts toward the client's AUM.
Accounts on the right households
Slant links accounts to client households automatically when the tax ID matches, and you can link the rest from the custodian accounts list.
Each advisor's book gets their accounts
Assign codes to books, and change the assignment later from Books & codes.
