Investment manager technology.

Power your business with a technology ecosystem built for the complexities of some of the biggest asset managers in the world. 

SEI brings together the investment manager technology, data, workflows, and operational capabilities firms need to transform and grow their businesses. Our integrated technology ecosystem connects and automates the moving parts of investment operations—from digital onboarding and investor reporting to oversight, workflow automation, and investor communications—helping firms reduce friction, improve transparency, and operate with greater speed, efficiency, and control.

Cutting-edge technology meets premium service.

SEI delivers more than technology, data, automation, and artificial intelligence. As an operating partner to industry-leading investment managers across public and private markets, we combine integrated solutions with deep expertise and high-touch service to help clients scale, navigate complexity, and focus on growth. 

Together, we turn data and operational challenges into opportunity.

Today’s investment managers need technology that can handle the demands of a complex business without creating more work. SEI’s capabilities connect data and workflows across key areas of investment management, helping firms reduce manual effort and make better use of automation. Each solution addresses a specific operational need while working as part of a broader technology experience—giving teams better information, fewer handoffs, and more time to focus on what moves the business forward. 

SEI Scope™

SEI Scope is an investment manager portal that brings the information and operational activity investment management teams rely on into one connected experience. Teams can access reporting, monitor tasks and approvals, manage documents, and use dashboards to quickly see where attention is needed across day-to-day investment operations. By connecting previously separate experiences within a unified investment management technology environment, SEI Scope helps teams find answers faster, keep work moving, and make informed decisions.

Configurable workflows and automation help reduce manual follow-up, while secure document management keeps valuable information organized and accessible. The result is greater operational transparency, more effective collaboration with SEI, and a simpler way to manage day-to-day activity.

SEI Data Cloud

SEI Data Cloud is a unified solution that connects data throughout the investment management lifecycle in a single, standardized platform. With consistent, trusted information across the SEI ecosystem, firms can reduce data fragmentation and unlock greater value from their technology investments. As business and operational needs evolve, this stronger data foundation can also support more advanced automation and artificial intelligence capabilities.

SEI Access™

SEI Access helps alternative investment fund managers reach a wider network of independent advisors and wealth managers through the SEI Access Marketplace. Smart workflows, electronic subscription documents, and e-signatures reduce paperwork and give managers clearer visibility into transaction activity.  

SEI Access for CITs extends that digital experience to collective investment trust onboarding, connecting plan sponsors, advisors, and recordkeepers in one workflow. Automated data capture can pre-populate information from Department of Labor Form 5500, while digital participation agreements, centralized status tracking, and real-time notifications reduce manual entry and email back-and-forth.  

Insight

Insight brings investor data and key transfer agency activity into one system, giving investment managers a more consistent way to manage investor accounts throughout the lifecycle. Teams can maintain investor records, process subscriptions and redemptions, and manage payment instructions without repeatedly entering the same information. Built-in review and approval steps add control to key activities, supporting more accurate processing, and reducing operational risk. The result is cleaner investor data, more efficient servicing, and greater confidence in day-to-day investor activity. 

End-Client Reporting (ECR)

End-Client Reporting (ECR) streamlines how investment managers create and deliver consistent, fully branded reporting packages across their investor base. Standard and custom reports can be tailored to reflect the investment manager's brand, assembled into reusable packages and assigned to specific accounts for monthly, quarterly, or ad hoc reporting. This gives managers greater control over how reporting is presented while reducing the effort required to produce recurring communications.

Built-in review and approval steps provide greater control over what reaches investors. Once approved, reports can be delivered electronically through Investor Dashboard or the investment manager’s own portal, with print fulfillment also available. The result is a more efficient, well-managed process that delivers a consistent experience for investors. 

Investor Dashboard

Investor Dashboard gives investment managers a secure, branded way to keep investors informed and connected. Investors have self-service access to fund information, account-level data, documents, and communications, with intuitive search and filtering and user-level permissions that provide access to the right information.

Investment managers can centralize communications and document delivery, reduce reliance on email, and gain visibility into which materials investors have viewed or downloaded. The result is greater transparency for investors, more informed interactions, and a more efficient way to manage communications.