Offering Showcase
All of your offerings available to your distribution at the click of a mouse, all in one place.
Alts paperwork completed in minutes, not hours or days.
The SEI Altigo® Platform (SEI Altigo) provides an intuitive order entry process for wealth managers to quickly initiate a subscription and send to the investor for wet or electronic signature.
Your alts program,
your way.
Invite distribution partners to your own branded portal to view only your offerings or meet them where they already are by adding your offerings to your partners' portal on the platform.
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.
If you're not on SEI Altigo, you're missing out.
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 130+ fund 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 4.1.24
Offering Showcase
Smart Workflow
Save your distribution partners hours of work with an information collection workflow that pre-fills investor info and validates data in real time.
Supporting Documents
Provide a single signing experience that includes firm, custodian and sponsor-required documents such as suitability questionnaires.
Transaction Activity Dashboard
Track alternative investments in progress at-a-glance with an interactive dashboard detailing all activity of trade packages “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.
"[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."
Josh Hoffman
President, Bluerock Value Exchange
"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."
Jay Frank
President, Cantor Fitzgerald Asset Management
"[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."