SEI, one of the world’s largest manager of managers, has partnered with Intelliflo to offer the only goals-based investing solution as part of the new PFP Automated Advice proposition. For nearly 50 years, they have anticipated market changes and created innovative business solutions to help advisers achieve lasting success. As thought-leaders in asset management and goals-based investing, they have developed a unique range of Strategic Portfolios which seek to provide more favourable client outcomes by better aligning clients’ investments with their goals.
