SEI Access™
Designed to simplify the product selection and investment experience for advisors and their clients.
Transaction processing
SEI Access™ helps advisors enhance the client experience by streamlining the investment process.
Spend time with clients, not on alts paperwork.
The SEI Access™ platform allows client interactions to remain focused on financial goals and not tedious, error-prone paperwork.
Eliminate paper-based subscription documents.
Alternative investment subscriptions can be completed electronically in minutes—with business rules to reduce not-in-good-order (NIGO) rework.
Populate forms automatically.
The workflow can be integrated with your CRM, allowing you to stop searching your files for client information or writing the same client name and address multiple times on different forms.
Provide a smooth, speedy client experience.
Provide clients with a single document that includes all the necessary forms and paperwork that can be electronically signed in minutes.
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Information provided by SEI through its affiliates and subsidiaries. SEI has not performed diligence on the products or managers available on the SEI Access Platform or any of the related materials. Information on the SEI Access Platform should not be considered investment advice nor an offer or solicitation in respect to any of the products listed on the platform. Alternative investments are subject to a complete loss of capital and are only appropriate for parties who can bear that risk and the illiquid nature of such investments.