SEI Access™ for CITs
The next evolution of CIT onboarding launches this spring.
A digital process built for breakthrough efficiency.
With collective investment trusts (CITs) gaining traction in retirement plans, SEI is advancing its technology to meet the industry’s evolving needs. Introducing SEI Access for CITs—a digital experience for plan sponsors, advisors, and recordkeepers—that provides a streamlined workflow that accelerates and simplifies the onboarding process.
CIT onboarding in minutes, not hours or days.
Say goodbye to traditional CIT onboarding that relies heavily on paperwork, manual data entry, and e-mail back‑and‑forth. Streamline the process with our enhanced solution that solves these challenges with purpose-built technology designed for efficient CIT administration and seamless communication.
Key features powering an enhanced onboarding experience:
Intelligent, automated data capture
Unlock faster, more reliable onboarding with technology that automatically pre‑populates data from Department of Labor (DOL) Form 5500—significantly reducing errors and eliminating repetitive manual entry.
Frictionless, digital participation agreements
Replace slow email loops and paper‑heavy processes with digital agreements that streamline review, simplify approval of CIT‑specific provisions, and accelerate your path to ready‑to‑trade status.
Real‑time, connected collaboration
A centralized dashboard and automated notifications ensure every stakeholder knows exactly what’s next. No bottlenecks. No confusion. Just clear visibility and swift action at every step.
Powerful, scalable infrastructure
Built on SEI’s integrated CIT platform, our technology supports governance, operations, and digital onboarding at scale—providing the confidence and flexibility to grow your business.
Expanded distribution network
Tap into broader market reach by adding your private CIT funds to the SEI Access Marketplace. Connect with a wide network of independent advisors and wealth managers, expanding visibility and unlocking new opportunities for growth.