Best SEI Events alternatives: apps like SEI Events

0.0(0 ratings)

Free

Diversified's Annual Retreat screenshot 1

Slant CRM by Pageport Inc.

AI-native CRM for advisors

Strong Contender

5.0(77 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.

FIRMA Connect by The Fiduciary & Investment Risk Management Association, Inc.

Worth Considering

by Cetera Financial Group, Inc.

0.0(0 ratings)

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More apps like SEI Events

Cetera Events

(0)

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

Osaic Events

by Osaic, Inc.

Customize meeting agendasConnect with colleaguesAccess continuing education 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 Kestra Financial, Inc.

Kestra Events

(0)

by Zocks Communications, Inc.

Zocks

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

(35)

free