SEI Access™
Designed to simplify the product selection and investment experience for advisors and their clients.
Transaction processing
SEI Access™ helps advisors enhance the client experience by streamlining the investment process.
Spend time with clients, not on alts paperwork.
The SEI Access™ platform allows client interactions to remain focused on financial goals and not tedious, error-prone paperwork.
Meet SEI Access™—the platform designed for fund managers to help expand your reach and accelerate the alternative investing process.
Increase your funds’ visibility by tapping into a network of independent wealth managers and advisors, using SEI’s exclusive alternative marketplace to showcase your offerings. Funds are presented in a consistent, intuitive way, leveraging key attributes and documentation to help advisors make informed decisions on behalf of their clients.
Tell your story in a way that stands out. Use digital content, videos, and fund summaries to highlight your expertise, track record, and what makes your funds unique—all available at the click of a button.
SEI Access eliminates paperwork with smart workflows and e-signature capabilities, ensuring transactions are completed in hours, not days.
Our transaction activity dashboard reduces back-and-forth delays, allowing you to focus on what you do best—growing your business.
SEI Access™—the platform that helps amplify your fund’s visibility, simplify your operations, and strengthen your relationships with advisors.
Contact us and see how the SEI Access platform can help transform your business.
Eliminate paper-based subscription documents.
Alternative investment subscriptions can be completed electronically in minutes—with business rules to reduce not-in-good-order (NIGO) rework.
Populate forms automatically.
The workflow can be integrated with your CRM, allowing you to stop searching your files for client information or writing the same client name and address multiple times on different forms.
Provide a smooth, speedy client experience.
Provide clients with a single document that includes all the necessary forms and paperwork that can be electronically signed in minutes.
A better client experience with SEI Access
Hear how a RIA firm is able to complete DST paperwork in as little as 5 minutes, allowing them to get clients allocated sooner.
Get a demo of the SEI Access platform. Complete the form below and we'll be in touch.
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.