Access 300+ quality alternative investment opportunities with a searchable list of alts from 100+ well-known sponsors.
The SEI Altigo® Platform (SEI Altigo) allows client interactions to remain focused on financial goals and not tedious, error-prone paperwork. Our smart workflow combines electronic subscription documents, proprietary paperwork, custodian forms, and e-signature capabilities to help ensure speedy transaction processing with greater accuracy—the first time.
We do not screen or curate offerings, leaving you in the driver's seat to determine what's best for your client.
Invest in offerings from 100+ well-known alternative investment sponsors or add your own offerings to SEI Altigo. Our platform helps you digitize your investments, removing the paperwork hassle and providing a simple, electronic signing experience for clients.
Save valuable time in your day. Pull in client data directly from your CRM or save data after entering once—allowing you to allocate a client to multiple funds in minutes.
Simplify your back-office with a digitized investment experience that includes data verification and business rules to reduce NIGO rework.
Save valuable time with an investment workflow that only shows only the fields you need and does all the calculations for you. Plus, you'll be able to attach all required documents such as investor profile in one complete subscription package.
*SEI Altigo Platform stats as of 1.11.2024.
"I have been seeking a solution like [SEI] Altigo that allows me to conduct my alts business across all the fund managers and sponsors I work with, all in one place. I can sort and filter by sponsor, offering type and more, making finding exactly what I need fast and easy."
"After years of having to cobble together alternatives from various sources, I finally have an aggregated platform through which I can conduct all of my firm’s alternative investment business. [SEI] Altigo is fast, intuitive, and exactly the platform I was looking for.
"There are tech solutions out there for financial planning, portfolio management, CRM, and now for sourcing and allocating to alternative investments. If you’re an RIA looking to make your firm’s alts business as easy operationally as all your other business, I strongly recommend [SEI] Altigo."
*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.