SEI announced the launch of its alternative investment product marketplace through SEI Access, a platform designed to provide an end-to-end investment experience and increased access for wealth managers and financial advisors.
SEI Access is broadly available to all registered investment advisors, wealth managers, and broker-dealers in the U.S., subject to applicable eligibility and regulatory requirements.
As the investor demand for personalization and investment choice soars, advisors, wealth managers, and fund managers continue to focus on alternative investments. SEI Access says its advisor-centric approach offers wider access to alternative investment products across asset classes and fund managers, including recent additions Constitution Capital Partners, Golub, Neuberger Berman, OpenVC, StepStone Group, and Tall Trees Capital Management, as well as subscription automation technology clients Cantor Fitzgerald, Capital Square, and InvestX.
Among its features include a digital marketplace and education forum, where advisors can evaluate funds and make decisions using fund attributes and subscription processing capabilities.
“Access to alternative investment products remains largely exclusive to institutions and high-net-worth investors—and challenges with disclosures, fee structures, valuations, reporting, and manual processes persist,” said Kevin Crowe, senior vice president and head of SEI Access. “SEI Access not only provides automated processing power, but it will deliver wider access to in-demand alternative investments, increased transparency, and robust educational tools to help advisors make confident, personalized financial decisions that align with their clients’ wealth goals.”
SEI Access builds upon SEI’s acquisition of Altigo, a subscription automation technology that powers native transaction processing.
As of Dec. 31, 2024, SEI Access supports more than 250 wealth management firms and 165 fund managers, providing access to approximately 300 alternative investment funds. With more than 22,500 subscriptions, the platform has processed approximately $4.9 billion in alternatives transactions.
As of end of year 2024, SEI manages, advises, or administers approximately $1.6 trillion in assets.
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Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.
