End-to-end technology

Technology spotlight: SEI Access™

SEI Access™ is a powerful, all-in-one platform for fund managers, RIAs, broker-dealers, and private banks. It streamlines product selection and investment execution from start to finish. With smart workflow automation, the platform seamlessly integrates electronic subscription documents, firm-specific paperwork, custodian forms, and e-signature capabilities to accelerate processing, reduce errors, and enhance the overall investment experience.

Our solution is built to address the challenges associated with alternative investment products:

Lack of access
Difficult investment process
Limited advisor knowledge about alts

The SEI Access platform

View transcript

Close transcript

Introducing SEI Access, a powerful digital platform that simplifies the alternative investment experience for advisors. Featuring an intuitive marketplace, advisors can quickly discover, learn about, and evaluate alternative investments, resulting in a personalized investment strategy and customized portfolio for clients.

Explore a wide range of fund managers and asset classes. Search, sort and filter funds and product structures that align with your client's investment goals.

With SEI access, you have everything you need at your fingertips. View key fund attributes, manager overviews, and educational video content presented in a uniform, easy to compare format.

Select a fund and begin the investing process all within the same workflow. Say goodbye to tedious paperwork with smart workflows.

Designed to incorporate automated forms, e-signatures, and a single subscription document that can be completed electronically in minutes, SEI access simplifies and streamlines how you invest in alternative assets.

SEI Access, the platform built for advisors that makes investing in alternatives as easy as a mutual fund. Contact us and see how the SEI access platform can help transform your business.

Learn more about SEI Access

Solutions built to power your alternatives business.

An integrated, end-to-end platform that simplifies operations across all major asset classes. Say goodbye to the complexity of managing multiple systems and vendors.

Learn more

Scale your practice with institutional-grade technology, exclusive insights, and comprehensive support that goes beyond traditional wealth platforms.

Learn more

Explore the alternatives ecosystem.

Alternative investments 101
Foundational education to better serve your clients.
Catalyst for alts adoption
Delivering expertise core to the growth of alts.
Subject matter expertise
A network of top minds and proven insights.
Comprehensive solutions
A full suite of solutions across tech, operations, and distribution.
End-to-end technology

One platform to discover, learn, and invest.
Stability and scale
SEI’s legacy of innovation, built for what's next.

Return to overview page

Information provided by SEI through its affiliates and subsidiaries. SEI has not performed diligence on the products or managers available on the SEI Access Platform or any of the related materials. Information on the SEI Access Platform should not be considered investment advice nor an offer or solicitation in respect to any of the products listed on the platform. Alternative investments are subject to a complete loss of capital and are only appropriate for parties who can bear that risk and the illiquid nature of such investments.