Best SEI Events alternatives: apps like SEI Events

0.0(0 ratings)

Free

Diversified's Annual Retreat screenshot 1

Diversified's Retreat by Diversified, LLC

Strong Contender

0.0(0 ratings)

Free

Slant CRM by Pageport Inc.

AI-native CRM for advisors

Worth Considering

by The Fiduciary & Investment Risk Management Association, Inc.

5.0(81 ratings)

Free

This AI-powered CRM helps financial advisors manage client relationships and streamline workflows. Record meetings, take notes with voice-to-text, and get AI insights on client data directly from your mobile device.

More apps like SEI Events

FIRMA Connect

(0)

by Cetera Financial Group, Inc.

Cetera Events

(0)

Osaic Events

by Osaic, Inc.

Customize meeting agendasConnect with colleaguesAccess educational content

This app helps independent financial professionals maximize their experience at Osaic's meetings and events. Access and personalize agendas, network with peers, and find educational content tailored to your business.

(4)

free

by Redtail Technology, Inc.

Redtail Speak

Compliant client textingReal-time staff collaborationSearchable message archiving

This app provides a secure and compliant platform for financial advisors to text message clients and collaborate with staff. It offers real-time communication, automatic archiving, and integration with CRM systems for enhanced client relationships and team efficiency.

(18)

ad-supported

by Kestra Financial, Inc.

Kestra Events

(0)

by Zocks Communications, Inc.

Zocks

AI-generated meeting prep notesOne-tap voice recordingCRM and email data integration

This AI-powered assistant helps financial advisors save over 10 hours weekly by automating meeting preparation, documentation, and follow-up. Capture client conversations, organize your schedule, and focus more on client relationships, all from your mobile device.

(35)

free