SEI announced the launch of its alternative investment product marketplace through SEI Access, its enhanced platform designed to offer an end-to-end investment experience and increased access for wealth managers and financial advisors. And SEI Access is broadly available to all registered investment advisors, wealth managers, and broker-dealers in the U.S., subject to applicable eligibility and regulatory requirements.
With the investor demand for personalization and investment choice soaring, advisors, wealth managers, and fund managers continue to focus on alternative investments. And SEI Access’ advisor-centric approach offers more expansive access to alternative investment products across a variety of asset classes and fund managers, including recent additions Constitution Capital Partners, Golub, Neuberger Berman, OpenVC, StepStone Group, and Tall Trees Capital Management, as well as long-time subscription automation technology clients Cantor Fitzgerald, Capital Square, and InvestX.
SEI Access features:
- A digital marketplace and education forum where advisors could evaluate funds and make informed decisions using consistent, easy-to-compare fund attributes
- Integrated subscription processing capabilities, enabling execution and investment management directly from the marketplace using the platform’s innovative workflow that combines electronic subscription documents, proprietary firm paperwork, custodian forms, and e-signature tools to help ensure fast and accurate transaction processing
- Value for fund managers with expanded distribution opportunities as a top-five administrator of U.S. private assets across a vast network of independent wealth managers, accelerated subscription-to-funding via paperless processing, and simplified workflows to increase adoption and engagement among advisors
SEI Access builds on SEI’s deep private markets expertise and acquisition of Altigo, a subscription automation technology that powers native transaction processing. The company is committed to investing strategically in innovative technologies that provide clients with enhanced capabilities and solutions that drive growth. SEI reinforced this commitment with the recent announcement of the acquisition of LifeYield, positioning the company to be the first in the industry to deliver real-time, automated, unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution.
As of December 31, 2024, SEI Access supports over 250 wealth management firms and 165 fund managers, providing access to approximately 300 alternative investment funds. With over 22,500 subscriptions, the platform has processed approximately $4.9 billion in alternatives transactions.
KEY QUOTES:
“Access to alternative investment products remains largely exclusive to institutions and high-net-worth investors—and challenges with disclosures, fee structures, valuations, reporting, and manual processes persist. SEI Access not only provides automated processing power, but it will deliver wider access to in-demand alternative investments, increased transparency, and robust educational tools to help advisors make confident, personalized financial decisions that align with their clients’ wealth goals.”
“The breadth of SEI’s capabilities across technology, operations, and asset management—coupled with the breadth of the markets we serve—enables us to connect the industry in ways that others cannot. The introduction of SEI Access further underpins SEI as a premier alternatives ecosystem.”
- Kevin Crowe, Senior Vice President and Head of SEI Access
