SEI Investments, CapIntel announce strategic partnership

CapIntel announced a new strategic partnership with SEI. SEI will utilize CapIntel’s intuitive sales platform to further streamline sales and marketing processes and enhance communications around SEI’s investment solutions. CapIntel’s platform will help streamline how SEI Asset Management Distribution engages with third-party advisors and assist with mutual funds and strategy selection based upon their client’s short- and long-term goals. The addition of the CapIntel solution, branded templates, and presentation materials can further enhance SEI’s ability to help advisors solve challenges and simplify their investment business.