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An end-to-end solution for alternative investments.

 

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Accuracy

Complete investments through a digital information collection workflow that reduces NIGO error rates.

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Accessibility

Convenient dashboards display available offerings in one place, making it easier for wealth advisors to access and invest.

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Transparency

Advisors can view and upload documents, make changes, and track the status of subscriptions throughout the entire process.

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Speed

Alternative investment subscriptions can be completed in 5 minutes or less.




JOIN YOUR PARTNERS AND PEERS ON THE SEI ACCESS PLATFORM

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Wealth Management Firms

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Asset Managers

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Subscriptions Completed

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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.
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Doug Blake
Kingswood U.S.
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.
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Josh Hoffman
Bluerock
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.
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Brett Potas
Legendary Capital, LLC
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.
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Carl Sera
Sera Capital Management
Technology, support, and the team we work with at SEI Access are all top notch!
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John Huang
Vestech Securities Inc.
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!
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Roger Bowlin
R.W. Bowlin Investment Solutions
SEI Access has made business processing very streamlined for us. You are a tremendous asset to our operations and processing of alts.
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Lori Kamen
Aurora Securities, Inc.

**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.

If you're not on SEI Access, you're missing out.

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We've Partnered with 400+ Wealth and Fund Managers Including:

AmericanTrust-logo Aurora-whitespace-logo CapitalSquare-logo Carter-whitespace-logo concorde-whitespace-logo GreatPoint-whitespace-logo HamiltonPoint-logo-1 IBN-logo-12.27 Inland-whitespace-logo Inspired-whitespace-logo InvestX-whitespace-logo Kingswood-whitespace-logo newbridgesecurities-logo Nexpoint-whitespace-logo saxony-logo USEnergy-logo-1 waveland-logo-1 Wealthforge-logo

Recent Insights

The latest news and alts industry thought leadership from SEI Access.

1 min read

SEI Adds KKR to Alternative Investments Access Platform

This announcement was originally released via PR Newswire on 9/10. OAKS, Pa., Sept. 10, 2024 – SEI® (NASDAQ:SEIC) today...
2 min read

The Alternative Source: SEI Welcomes the SEI Altigo® Platform

We kicked off our new video series, The Alternative Source, with Kevin Crowe, Senior Vice President, and Mat Dellorso,...
3 min read

SEI Acquires Altigo

SEI to Leverage Unique Industry Position to Meet Market Demand and Streamline Investment Process for Alternatives OAKS,...
 

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A member of our team will be happy to walk you through the platform and answer any questions.