Greater Visibility
Include your funds in the marketplace giving you greater visibility and expanded distribution opportunities.
A better way to connect with advisors.
The SEI AccessTM platform is an end-to-end solution for alternative investments designed to provide both well-established and emerging fund managers access to a wider distribution network. It provides a best-in-class fund selection and investment experience for advisors, making it easy to evaluate and compare products to determine what’s best for clients.
Eliminate paper-based subscription documents. Alternative investment subscriptions can be completed electronically in minutes—with significant reduction in not-in-good-order (NIGO) errors.
Strengthen advisor relationships. The simplified electronic workflow provides advisors with a streamlined subscription process that will make it easier to do business with you.
Focus on strategic growth. The transaction activity dashboard provides visibility into the status of investments eliminating time wasted on phone and email back-and-forth, enabling you to focus on growing your business.
Accelerated subscription processing. Paperwork can be completed from start to finish in hours, not days—allowing investment dollars to be received in your fund sooner.
The integrations you need. SEI Access makes the entire investment process seamless with integrations with transfer agents and custodians.
If you're not on SEI Access, you're missing out.
The numbers don't lie. SEI Access' rep and advisor user base now exceeds 200 transactional broker-dealer and RIA firms, with over 300 alternative investment offerings currently “live” and accepting investments on SEI Access.
SEI Access supports a range of alternative investment offerings from 130+ fund sponsors, including non-listed REITs, qualified opportunity zone funds, non-listed preferreds, interval funds, direct private placements, DSTs, private equity funds, and non-listed BDCs.
*Platform stats as of 11.1.24
Greater Visibility
Fund Showcase
Educate advisors using digital content and videos that showcase your differentiators, track record, and investment summaries.
Smart Workflow
Save your distribution partners hours of work with an information collection workflow that pre-fills investor info 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”.
Supporting Documents
Provide a single signing experience that includes firm, custodian and sponsor-required documents such as suitability questionnaires.
Secure User Interface
When investor information is entered into SEI Access, data is encrypted and highly sensitive fields have a second encryption layer.
"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."
Josh Hoffman
President, Bluerock Value Exchange
"Cantor Fitzgerald was the first sponsor to sign up with SEI Access when it launched in 2019 as we shared a common vision for using technology to make it easier for advisors to do alts business. We are thrilled with the progress that the entire industry has made by embracing SEI Access as a solution that makes alts investments incredibly easy."
Jay Frank
President, Cantor Fitzgerald Asset Management
"SEI Access has made it much easier for our distribution partners to do business with us. Every subscription we've received through SEI Access so far has been in good order, the first time. As we scale our digital operations, we expect to see significant time and cost savings."