The Investor Experience

When your investment operations are streamlined and your business is running on best-of-breed technologies, you can transform your organization.

What does it mean to “go digital?”

How the digitization trend is affecting the industry

You would be hard pressed to find an industry digital innovation has not touched In some way, everyone is going digital, and finance is no exception. But that’s a broad term, and it can be hard to know what that means for your business, for you as an individual, or for your investors. We recently took a broad look at the digitization trend and boiled down the main ways that it's manifesting in the financial industry. You can learn more about the drivers of change, what some of the challenges are, and how to harness digital data for your benefit. Read the white paper, or continue below to learn more about what we’re doing to help you.

What is the next step for your business?

How we're helping you with the shift

Every step of the investment experience for both you and your investors has the potential to go digital. We have a series of solutions designed to help you with some of the most cumbersome and data-demanding parts of your business. These solutions help make sense of data, deliver customizable reporting and alleviate some of the pain points in your day-to-day processes. Digitizing the investor experience doesn’t mean losing the high-touch feel for your clients. Instead it’s enhancing the experience with readily available information that is meaningful to them. Read our brochure to learn more or continue through to each solution below.

 

SEI TradeSEI Trade

Simplify the onboarding experience for your investors

You can turn the time-consuming and confusing onboarding and subscription process into an easy-to-navigate digital experience. Our technology converts PDFs into web-based forms that guide the user through the requirements relevant to them.

Learn about SEI Trade

SEI Manager DashboardSEI Manager Dashboard

Know where you’re growing

You can make decisions faster and more accurately when you have the right insight. This central point of access to all your data offers you a window into the inner workings of your business. 

Learn about the SEI Manager Dashboard

SEI Investor DashboardSEI Investor Dashboard

Powerful reporting for an exceptional experience

Investors are asking for transparency, and you can offer them the information they need with a high-touch client experience. Your investors can access their fund and account data in a secure web-based dashboard.

Learn about the SEI Investor Dashboard

Digitize the Investor Experience Videos

    Our Solution for Investment Managers

    Turn infrastructure into competitive advantage

    Our comprehensive investment operating platform is designed to support all major asset classes and investment vehicles across diverse investment strategies and jurisdictions

    Learn more
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