Industry experts working in collaboration with the SEI Altigo® Platform.
CUSTODIANS
Nearly 30 custodians participate with SEI Altigo, with some of the firms represented here. Their forms and paperwork are available within the SEI Altigo workflow for ease of compiling and processing.
FUND ADMIN AND TRANSFER AGENTS
On behalf of mutual clients, SEI Altigo collaborates with the following firms for fund formation, automated client onboarding, record keeping, and shareholder servicing.
CRM INTEGRATIONS
API integrations allow advisor and fund manager users to sync client data and transactions to eliminate manual entry.
DUE DILIGENCE AND RESEARCH REPORTS
Third-party due diligence, legal opinions and research reports on offerings available within SEI Altigo are provided in coordination with the following firms.
OTHER PLATFORM COLLABORATORS
Other partners including advisor education and training, advisor membership platforms and electronic signature solutions.
*Number of custodians available on SEI Altigo and service providers listed above as of 1.3.24. The firms listed above are not affliated with or endorsed by SEI Investments Company.
