All of your offerings available to your distribution at the click of a mouse, all in one place.
Eliminate paper-based subscription documents. Alts subscriptions can be completed electronically in minutes—with significant reduction in NIGO errors.
Improve relationships with your distribution. The intuitive workflow provides your distribution partners with a significantly faster subscription process that will make it easier to do business with you.
Focus on selling, not follow up. The transaction activity dashboard provides visibility into the status of investments eliminating time wasted on phone and email back-and-forth.
Accelerated investment cycle time. Investments can be completed from start to finish in hours, not days—allowing clients to be invested in your offerings sooner.
The integrations you need. The SEI Altigo® Platform (SEI Altigo) makes the entire investment process seamless with integrations with transfer agents and custodians.
The numbers don't lie. SEI Altigo’s rep and advisor user base now exceeds 200 transactional broker-dealer and RIA firms, with over 300 alternative investment offerings currently “live” and accepting investments on SEI Altigo.
SEI Altigo supports a range of alternative investment offerings from 100+ sponsors, including non-listed REITs, qualified opportunity zone funds, non-listed preferreds, interval funds, direct private placements, DSTs, private equity funds, and non-listed BDCs.
*Platform stats as of 1.3.24
James Brunger, Chief Sales Officer at Capital Square, shares how SEI Altigo has helped contribute to his firm's growth.
*Client appearing in this video used the SEI Altigo Platform at the time of filming and was not compensated for providing their experiences. Their experiences and opinions are their own and may vary from other firms using the SEI Altigo Platform.
"[SEI] Altigo's transaction activity dashboard is incredibly convenient. Our offerings close quickly and it's really easy to see exactly where each investment is in the process allowing us to stay organized and focus more on the next offering."
"Cantor Fitzgerald was the first sponsor to sign up with [SEI] Altigo when it launched in 2019 as we shared a common vision for using technology to make it easier for advisors to do alts business. We are thrilled with the progress that the entire industry has made by embracing [SEI] Altigo as a solution that makes alts investments incredibly easy."
"[SEI] Altigo has made it much easier for our distribution partners to do business with us. Every subscription we've received through [SEI] Altigo so far has been in good order, the first time. As we scale our digital operations, we expect to see significant time and cost savings."
*Clients quoted represent a cross-sample of firms using the SEI Altigo Platform and were not compensated for providing their experiences. Their experiences and opinions are their own and may vary from other firms using the SEI Altigo Platform.
A member of our SEI Altigo sales team will be happy to walk you through the platform and answer any questions.