<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=533208126839177&amp;ev=PageView&amp;noscript=1">
Sign Up Log in
Sign Up Log in

Solutions for Financial Advisors.

Attract and retain clients—and differentiate your firm from the competition.


Spend time with clients, not alts paperwork.

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.

Build your alts program your way

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 130 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.

*Number of sponsors with active offerings as of 4.3.24.


Never enter client data twice

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.


Reduce errors for all your alts paperwork

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 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.





RIA Firms




Billion Volume

**SEI Altigo Platform stats as of 4.3.2024.

"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."
James Syrewicz
Investment Advisor Representative, Provident Wealth Advisors
"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.
Glenn Fischer
Chief Investment Officer, Fischer Wealth Advisors
"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."
David Clark
President, Clark Wealth Strategies

***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.

SEI Altigo PLATFORM features


Offering Showcase

Access 300+ quality alternative investment opportunities with a searchable list of alts from 130
well-known sponsors*.


Supporting Documents

Provide a single signing experience that includes firm, custodian and sponsor-required documents such as investor profile.


Smart Workflow

Save hours of work with an information collection workflow that pre-fills investor info, completes calculations and validates data in real time.


Transaction Activity Dashboard

Track alternative investments in progress at-a-glance with an interactive dashboard detailing all activity of subscriptions “in flight”.


Secure User Interface

When entering investor information in SEI Altigo, data is encrypted and highly sensitive fields have a second encryption layer.


Restricted Data Access

PII is accessible only by authorized personnel at your firm, the offering sponsor and select Sr. IT staff at SEI Altigo on an as-needed basis.


Data Monitoring and Recovery

SEI Altigo’s firewalls monitor network traffic and block unauthorized communications. Data is backed up and sent to cloud-based storage.


Request a demo

A member of the SEI Altigo team will be happy to walk you through the platform and answer any questions.