價格：免費
更新日期：2016-04-12
檔案大小：7.9M
目前版本：2.2
版本需求：Android 4.0 以上版本
官方網站：http://www.seic.com
Email：app@seic.com
For Registered Investment Advisors (RIAs) with access to SEI BusinessBuilder© from SEI Advisor Network.
SEI BusinessBuilder Mobile allows you to stay connected with your clients while you’re on the move, with our new app for Android devices. 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