Firm Permissions
Only home office approved offerings are visible on the dashboard and reps are only able to access product they are authorized to sell.
Free yourself from endless alts paperwork.
Reduce your operational burden by eliminating time wasted filling out and correcting error-prone alts paperwork with the SEI AccessTM platform. Our smart workflow combines electronic subscription documents, proprietary broker-dealer paperwork, custodian forms, and e-signature capabilities to help ensure speedy transaction processing with greater accuracy—the first time.
Reduce your alts program risk directly within the platform with business rules, data validation and the ability to flag investments that don't meet home office standards.
Flexibility to build your alts program your way. We do not screen offerings or change your existing workflows.
Security of client PII. With the platform’s secure transmission of client files, reps no longer email PDFs containing vulnerable PII.
Everyone’s on the same page. Reps transact all product the same way. Clients receive one DocuSign envelope. Home office receives alts “paperwork” from one source. Offering status is updated in real time.
Ability to manage the exceptions, rather than having valuable human capital tied up with mountains of frustrating, incorrect, incomplete paperwork.
Reputation for supporting reps with the technology they need, and a solid answer when top producers ask how you will support their alts business in the recruiting process.
“SEI Access has drastically improved our representatives’ and clients’ alternative investing processing experience. The ease of use, ability to access sponsor documents in one intuitive portal, electronic signature, and straight through processing have exponentially streamlined the process, resulting in a much faster turnaround time.”
Danielle Delongchamp
Chief Executive Officer, Concorde Investment Services
"SEI Access is so good, so intuitive, so efficient that we've quintupled our production year over year in alternatives. Our reps find offerings on SEI Access easier to transact than the old paper docs. SEI Access has become indispensable to us and the ace up our sleeve when we’re competing with other firms out there."
Doug Blake
Managing Director of Investment Solutions, Kingswood U.S.
"These guys have been absolutely great. They went to our conference, they talked to our reps, they did individual training—they walked us through the entire process. Change from the old-fashioned way of submitting paperwork can be difficult but the continued training, communication and support from the team truly sets SEI Access and the team apart.”
RICK CARLESCO
CEO, IBN FINANCIAL SERVICES
"The home office is prioritizing automation to scale up our services and provide a centralized alts subscription process for our reps. The quick turnaround time exceeded our expectations, and our reps are completing transactions in minutes. Straight-through processing lowered our operational burdens since using SEI Access.”
MARCO RAMIREZ
CHIEF COMPLIANCE OFFICER, VESTECH SECURITIES
Firm Permissions
Supporting Documents
Provide a single signing experience that includes firm, custodian and sponsor-required documents such as suitability questionnaires.
Smart Workflow
Save hours of work with an information collection workflow that pre-fills investor info, makes calculations and validates data in real time.
Transaction Activity Dashboard
Track alternative investments in progress at-a-glance with an interactive dashboard detailing all activity of trade packages “in flight”.
Data Monitoring and Recovery
SEI Access' firewalls monitor network traffic and block unauthorized communications. Data is backed up and sent to cloud-based storage.
Secure User Interface
When entering investor information in SEI Access, data is encrypted and highly sensitive fields have a second encryption layer.
Restricted Data Access
PII is accessible only by authorized personnel at your firm, the offering sponsor and select Sr. IT staff at SEI Access on an as-needed basis.