According to a statement, the enhanced website gives clients reporting flexibility and transparency to customize how their data is displayed and track how each goals-based portfolio is doing in fulfilling its objective.

Asset allocations for each investment account - as well as holdings and transactions by account - can also be viewed. Clients will also have access to a “secure document library,” as well as an area to organize, view and pay various personal and family bills, the firm said.

“Many investors are goal-oriented and believe they have financial plans that accurately reflect their specific goals,” said Jeff Ladouceur, director at SEI Private Wealth Management. “However, most are not able to see all their assets in relation to their goals and measure against them.”