SEIA Adds AI Tools, Tech Leader to Accelerate Advisor Platform Growth

Signature Estate & Investment Advisors has unveiled a major expansion of its advisor platform, rolling out AI-enabled tools across advisor workflows and appointing a new senior technology leader to oversee the effort. The initiative is designed to boost efficiency, deepen planning capabilities and support practice growth for advisors across the national wealth management firm.

“This investment reflects our commitment to building a platform where advisors can grow their business, deliver comprehensive advice, and maintain the level of personalization clients expect,” said Matt Matrisian, president of SEIA. The platform evolution centers on delivering advice in a more seamless and scalable way by better integrating financial planning, tax coordination and estate strategy.

SEIA is embedding AI-enabled capabilities directly into advisor workflows to streamline complex planning and operational processes, including digitizing and analyzing client documents to reduce manual data entry and support compliance workflows. The tools will also surface key insights faster by summarizing portfolio changes, trends and discussion topics ahead of client meetings, helping advisors operate more efficiently at scale and spend less time on manual tasks.

To lead the buildout, SEIA has hired Advait Kulkarni as senior vice president of technology operations to drive the firm’s platform integration strategy. Kulkarni is responsible for advancing SEIA’s technology capabilities, including developing and integrating AI tools to streamline workflows, reduce manual processes and enhance advisor productivity and the overall client experience.

“Technology should enhance how advisors serve clients—not replace it,” Kulkarni said. “Our focus is on building solutions that are practical, integrated into existing workflows, and ultimately help advisors deliver improved client experiences at scale.”