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Industry experts working in collaboration with the SEI Altigo® Platform.


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CUSTODIANS



Nearly 30 custodians participate with SEI Altigo, with a few of the firms represented here. Their forms and paperwork are available within the SEI Altigo workflow for ease of compiling and processing.

cnb-logo equity-logo ForgeTrust-logo-1 MainstarTrust-logo-website millennium-logo nextgen nuviewtrust-logo vantage-logo

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.

AltaTrust-logo-1 phoenixamerican-logo

CRM INTEGRATIONS



API integrations allow advisor and fund manager users to sync client data and transactions to eliminate manual entry.

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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.

BW-logo factright-logo micklaw-logo snyderkearney-logo-1

OTHER PLATFORM COLLABORATORS



Other partners including advisor education and training, advisor membership platforms and electronic signature solutions.

AI-Insight-logo-2 chalice-logo docusign-logo Lodas-Markets-logo


*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.