Frequently Asked Questions

SEI Altigo is an electronic subscription processing platform designed to improve the alternative investment experience for broker-dealers, registered investment advisors, asset managers, and their investors. Learn more by watching our overview video.

Straight-through processing is technology that lets financial firms automate transaction processing using online workflows. It employs electronic signature technology like DocuSign and features numerous other interactive, actionable technologies that foster product discovery, automates many aspects of the investment process, and encrypts investor information.

SEI Altigo can benefit registered investment advisors and broker-dealers who conduct alternative investment business by streamlining their transaction and administrative processes. SEI Altigo also can benefit established alternative investment sponsors with internal wholesaling teams and/or existing distribution to broker-dealers and RIAs.

SEI Altigo technology is designed for offering types that rely on subscription-based order entry and is not a fit for investments that require other methods of order entry.

SEI Altigo’s straight-through processing technology provides an intuitive front-end for advisors to quickly initiate a subscription through an online intelligent interview.

Yes. SEI Altigo features many integrations including with Redtail CRM and AI Insight by iCapital. Paperwork from more than 30 custodians is also available within the workflow. Once both the advisor and investor have signed the subscription documents, the firm can follow their existing process for reviewing and processing the transaction.

Yes. SEI Altigo has options for both electronic and manual signature of documents. In both cases, investor data is collected through the online smart workflow process and the subscription document is pre-filled, which reduces NIGO (not-in-good-order) errors. After that, the document can be sent for electronic signature, or printed for manual signatures and re-uploaded.

Yes. We treat our clients’ data with care and take measures to ensure that our solutions are both trusted and compliant. SEI Altigo utilizes security measures including end-to-end encryption, two-factor authentication, internal and external auditing, and monitored role-based access.

SEI Altigo handles and stores PII in compliance with state and federal laws and regulations. The platform's firewalls monitor network traffic and block unauthorized communications. Threat detection identifies, analyzes, reports, and removes malicious or potentially malicious software from our servers. Data is backed up nightly and is sent to secure, cloud-based, offsite storage.

We take security seriously and embrace the need to provide the highest level of security for financial transactions. To ensure that client information is not used inappropriately, SEI Altigo is designed to ensure that confidential and proprietary client, commission, capital raising, and other information related to one sponsor or broker-dealer is never shared or available to another. 

SEI Altigo doesn’t start with a document. It starts with a question and guides the adviser through a smart workflow process. When it comes to offerings, we have taken an “open network” approach. Some platforms decide for the advisor which products are appropriate and only allow access to those products. We believe advisors are capable of doing their own investment research, and don’t need us to curate for them and tell them what the best products are. We are also not competing with the asset manager to choose products.

They can visit altigo.io to log in or request access.

SEI Altigo supports a wide range of alternative investment offerings from 130+ sponsors, including non-listed real estate investment trusts, qualified opportunity zone funds, non-listed preferreds, interval funds, direct private placements, Delaware statutory trusts, private equity funds, and non-listed business development companies.

Many of the offerings on our platform are real estate offerings, but we also feature offerings in other industries including technology, healthcare, energy, and litigation finance.

Yes, your advisor and investor information will be kept private. We treat our clients’ data with care and take measures to ensure that our solutions are both trusted and compliant. SEI Altigo utilizes security measures including end-to-end encryption, two-factor authentication, internal and external auditing, and monitored role-based access.

SEI Altigo handles and stores PII in compliance with state and federal laws and regulations. The platform's firewalls monitor network traffic and block unauthorized communications. Threat detection identifies, analyzes, reports, and removes malicious or potentially malicious software from our servers. Data is backed up nightly and is sent to secure, cloud-based, offsite storage.

We take security seriously and embrace the need to provide the highest level of security for financial transactions. To ensure that client information is not used inappropriately, SEI Altigo is designed to ensure that confidential and proprietary client, commission, capital raising, and other information related to one sponsor or broker-dealer is never shared or available to another. 

No, but a third-party diligence report helps advisors and broker-dealers diligence your opportunity for their clients. We collaborate with several third-party diligence providers and can help connect you with a report if needed.

Crowdfunding portals primarily deal with retail offerings marketed directly to investors. SEI Altigo is different because it is an advisor-facing technology that relies on financial advisors and registered representatives allocating client funds to sponsors’ offerings. While crowdfunding platforms may make promises to expand reach to investors, SEI Altigo requires sponsors to bring their own distribution partners, and serves to streamline the already established relationship between them.

Visit our customer service page here or email us at altigosupport@seic.com.

They can visit altigo.io to log in or request access.

Yes! Log in to SEI Altigo and look for a link to the video FAQ library in the upper right corner of the screen.