Transparent, secure and efficient access to investor data from a third-party administrator
Comprehensive transaction, holdings and communication views from our online investor dashboard
With our online SEI Investor Dashboard, your investors can view and retrieve fund- and account-level documents and data, including portfolio and fund reporting, account summaries, fund and investor documents, and NAV confirmation details.
Your investors gain the comfort from additional transparency in an institutionalized, controlled manner. And they have the assurance and evidence that you're working with an independent third-party administrator.
And, secure investor access to timely information provides you with important benefits too:
- Risk mitigation, by storing and disseminating sensitive fund- and account-level information in a controlled environment
- Efficiencies, by minimizing time spent on administrative tasks associated with information dissemination
- A more engaging way to present data, our interactive investor dashboard provides data views in addition to PDF documents
You can configure the SEI Investor Dashboard based on your requirements:
- Watermark documents for increased security
- Grant access to non-client-specific information to prospective investors and interested third parties
- Restrict or grant access according to user or document type
- Send email notifications when new documents are available
SEI Investor Dashboard -- A High Touch Experience
Our online SEI Investor Dashboard provides a secure, web-based, user-friendly solution to give your investors and clients the information they need. Use our investor dashboard to give your investors a transparent way to get the information they need to quickly make decisions and reinvest.
Watch the video to learn how our technology can help your clients with their fund reporting and investor reporting needs.