Accuracy
Complete investments through a digital information collection workflow that reduces NIGO error rates.
Complete investments through a digital information collection workflow that reduces NIGO error rates.
Convenient dashboards display available offerings in one place, making it easier for wealth advisors to access and invest.
Advisors can view and upload documents, make changes, and track the status of subscriptions throughout the entire process.
Alternative investment subscriptions can be completed in 5 minutes or less.
Wealth Management Firms
Asset Managers
Subscriptions Completed
Billion Transacted
SEI Access is so good, so intuitive, so efficient that we have quintupled our production year over year in alternatives. SEI Access has become indispensable to us and the ace up our sleeve when we're competing with other firms out there.
SEI Access' transaction activity dashboard is incredibly convenient. Our offerings close quickly and it’s really easy to see exactly where each investment is in the process allowing us to stay organized and focus more on the next offering.
I would recommend SEI Access to a friend or colleague due to its ease of use for our advisors and the high level of service and responsiveness from the SEI Access support team.
I had accepted the manual process as a necessary evil to take advantage of the benefits of alternative investments. But SEI Access eliminates the frustration--both for me and my clients--when investing in alternatives. It is essential that the industry adopt this type of technology to keep up with investors' expectations.
Technology, support, and the team we work with at SEI Access are all top notch!
I didn't know there was a better way to do our alts paperwork other than hardcopy with wet signatures. Once I started using SEI Access, I was amazed that the NIGOs disappeared, the signing cycle was efficient and closing the alts very timely. We've presented digital sub docs through SEI Access and had them closed in four hours!
SEI Access has made business processing very streamlined for us. You are a tremendous asset to our operations and processing of alts.
**SEI Access platform stats represent life-to-date numbers as of 10.1.2024. Clients quoted represent a cross-sample of firms using the SEI Access platform and were not compensated for providing their experiences. Their experiences and opinions are their own and may vary from other firms using the SEI Access platform.
Sep 24, 2024 by Heather Acey
Apr 17, 2024 by Heather Acey
Dec 21, 2023 by Heather Acey