Offering Showcase
Access a wide variety of alternative investment opportunities with a searchable list of alts from 130 well-known sponsors*.
Access the future of alternative investing.
Overview for advisors.
Spend time with clients, not alts paperwork.
The SEI AccessTM platform allows client interactions to remain focused on financial goals and not tedious, error-prone paperwork. Our smart workflow combines electronic subscription documents, proprietary paperwork, custodian forms, and e-signature capabilities to help ensure speedy transaction processing with greater accuracy—the first time.
Never enter client data twice
Save valuable time in your day. Pull in client data directly from your CRM or save data after entering once—allowing you to allocate a client to multiple funds in minutes.
Reduce errors for all your alts paperwork
Simplify your back-office with a digitized investment experience that includes data verification and business rules to reduce NIGO rework.
Save valuable time with an investment workflow that shows only the fields you need and does all the calculations for you. Plus, you'll be able to attach all required documents such as investor profile in one complete subscription package.
"I have been seeking a solution like SEI Access that allows me to conduct my alts business across all the fund managers and sponsors I work with, all in one place. I can sort and filter by sponsor, offering type and more, making finding exactly what I need fast and easy."
James Syrewicz
Investment Advisor Representative, Provident Wealth Advisors
"After years of having to cobble together alternatives from various sources, I finally have an aggregated platform through which I can conduct all of my firm’s alternative investment business. SEI Access is fast, intuitive, and exactly the platform I was looking for.
Glenn Fischer
Chief Investment Officer, Fischer Wealth Advisors
"There are tech solutions out there for financial planning, portfolio management, CRM, and now for sourcing and allocating to alternative investments. If you’re an RIA looking to make your firm’s alts business as easy operationally as all your other business, I strongly recommend SEI Access."
David Clark
President, Clark Wealth Strategies
Offering Showcase
Supporting Documents
Provide a single signing experience that includes firm, custodian and sponsor-required documents such as investor profile.
Smart Workflow
Save hours of work with an information collection workflow that pre-fills investor info, completes 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 subscriptions “in flight”.
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.
Data Monitoring and Recovery
SEI Access' firewalls monitor network traffic and block unauthorized communications. Data is backed up and sent to cloud-based storage.