| Paper-Processing | Electronic Signature | SEI Access | |
|---|---|---|---|
| Product Discovery | |||
| Access to all firm-approved offerings | |||
| Easy Subscription Order Entry | |||
| Smart workflow can be completed in as little as 20 minutes with reduced NIGO errors. | |||
| Saved Investor Information | |||
| Investor information can be imported into a new subscription from a previous investment or CRM system. | |||
| Document Mapping | |||
| All subscription documents and broker-dealer home office required documents mapped within the workflow. | |||
| Automated Document & Data Routing | |||
| Full integration with existing review processes, and custodian, transfer agent, and sponsor systems—with all data encrypted throughout the process. | |||
Spend time with clients, not 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 broker-dealer paperwork, custodian forms, and e-signature capabilities to help ensure speedy transaction processing with greater accuracy—the first time.
Ease of access to all approved product in one place. No more hunting down subscription documents 18 different ways.
Immediate population of forms with CRM data. Stop searching your files for client information or writing the same client name and address dozens of times on different forms.
Certainty that all parties are on the same page. Eliminate client confusion over multiple rounds of paperwork and say goodbye to email or phone tag back-and-forth about investment processing status.
Smooth, speedy client experience. You will no longer have to explain to your best clients why they are having the worst experience with their largest investments.
Confidence in your client file. No more concerns about proving who signed what and when in the event of a customer dispute.
"I cannot emphasize enough how much SEI Access has simplified the purchase application process. If a client is investing in 4 different products, the first purchase agreement can be completed in 10 minutes instead of 30, with subsequent ones in even less time. The time saved provides more time to reach out to present and future clients."
Frank Piscitelli
Registered Rep, Archer Investors
"The speed and ease of completing paperwork with SEI Access greatly improves the alternative investment process, especially with multiple investments. The ability to copy previously entered investor data in a new subscription has allowed me to diversify client assets into multiple offerings without spending hours manually inputting the same information."
Rick Martinez
Registered Rep, Great Point Capital
"The SEI Access platform has been absolutely amazing to use. It's simple and straightforward and easy to duplicate the same client information if you have more than one application. This has saved me HOURS of time and allowed me to get more work done in a single day instead of my time being used up filling out paperwork.”