.afcls-3{fill-rule:evenodd}.bycls-1{fill:none} Our solutions Who we serve Insights Investor relations Discover SEI Search US - English Investment Manager Technologies Our technology and our team of experts work in conjunction with the industry's best tools to provide a smooth client experience Speak to an expert what we do investment processing The Total Investor Experience A positive investor experience is critical for your business to succeed. From initial documents to final statements, a simple streamlined workflow that helps ensure the right information is collected from the start makes the investment process far less onerous and time consuming. The combination of our proprietary and the industry’s best technologies, as well as our team of experts — all work in conjunction to provide a truly high level experience to your investors. Here’s how that process goes: SEI Trade SEI Trade is the first step in the investor process. This patented tool guides investors through the form completion process, greatly simplifying the otherwise complex documents. SEI Trade offers digital document management, workflow automation, intelligent form completion, and real-time tracking and transparency of investor transactions. It streamlines and simplifies all steps in the fulfillment, transaction, and on-boarding processes, reducing errors and a tech-savvy experience for your investors. Insight Once transaction documents are completed, the data attributes flow to the workflow application and Investor Insight platform. This is where the investor is created and investor-level data populates Investor Insight, which retains their information in one location, helping to populate future transactions and reports with the most recent and accurate account information. Manager Dashboard With so much data available to you, the Manager Dashboard helps to deliver information in a manner that is concise and meaningful by providing a single point of access to consolidated reports across all accounts and products. End-Client Reporting (ECR) Our ECR tool creates reporting packages on a quarterly, monthly or ad hoc basis – each containing manager-defined reports in a specific sequence, as determined by the investment manager. These packages are drawn from a library of standard and/or custom reports, each bearing the investment manager’s logo and colors and combined into a single PDF report, complete with a consistent look and feel, pagination across the package and even a table of contents with electronic bookmarks. Investor Dashboard The final step for your investors is to confirm their transactions and provide their holdings statements. The Investor Dashboard is our proprietary investor communication tool, delivering to your investors statements, account summaries, legal documents and fund communications, all easily sorted, downloaded and archived in one place. Our platform Flexible, integrated handling of: Fund administration, fund accounting, investment operations, information management, workflow/process management, risk management analytics, regulatory and compliance 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 MORE IN INVESTMENT MANAGER TECHNOLOGIES SEI Manager Dashboard Flexible, aggregated online views of holdings, transactions and performance across multiple product lines SEI Investor Dashboard Improve the distribution of critical information to your investors SEI Trade A streamlined fulfillment and investor trade order process can transform how you engage with your investors The Investor Experience Differentiate your business with an industry-leading digital experience Share on Linkedin Share on Facebook Share on Twitter Share via Email Print this page WHAT WE DO Services for Investment Managers Services for all major asset classes and investment vehicles Fund Administration Comprehensive back office services for investment managers Investment Operations Outsourcing Middle office services for investment managers Regulatory Compliance and Reporting Expertise, technology and services to take on the burden of regulatory compliance CASE STUDIES Success Stories We've supported hundreds of fund launches and conversions. Read through some of our client profiles. If you don't see a case study that matches your own situation, talk to us. Chances are, we've done it before. The CIT Route to a U.S. Retirement Plan Business A large investment manager deploying a CIT needs expertise, technology and infrastructure Cutting Through the Bank Debt Processing Jungle A multi-strategy hedge fund manager expands into a new vehicle, and faces operational headaches Creating the Framework for GIPs Compliance A growing global equity manager needs the technology and expertise to demonstrate compliance GIPS Investor relations Help for clients Locations Fund documents COVID-19 update Contact us Careers Cookie policy Privacy policy Accessibility statement Inclusion policy Terms of use © 2021 SEI We use cookies to collect and analyze information on site performance and usage, and to enhance and customize content and advertising. By browsing our site or by clicking the OK button, you agree to the use of our cookies. 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