What integrating with SEI does for you
Integrating with SEI connects client accounts at SEI to RightCapital. One integrated, RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.
How to set up your SEI Wealth Platform integration
Log in to www.SEIAdvisorCenter.com,
Select RightCapital as the Third Party System.
Submit the form to SEI by selecting Actions > Manage Forms within SEI Advisor Center.
You will receive an email from RightCapital Support when your integration is set up and ready to use (usually within a couple business days of SEI completing their portion).
How to use the SEI Integration
Once the integration is set up, link client accounts:
Log in to RightCapital
This button only appears if an integration has already been established
Search for the client's name from the integrating database
Select accounts (using the check boxes in the “Link” column) to assign to the current client.