SEI today announced a significant investment in the technology roadmap for public and private market investment managers with the introduction of an enhanced, unified platform that improves data access, insights, and operational efficiency.
The improved manager experience combines SEI Data Cloud, the firm’s centralized data foundation, with SEI Scope™, a next‑generation manager portal that brings workflows, analytics, and oversight together through intuitive, near real‑time visualizations.
Built in close collaboration with global investment managers, the platform experience spans the full operational lifecycle, transforming how investment managers interact with their data and service teams. SEI Data Cloud provides a secure, scalable data foundation that ensures governance and accuracy, while SEI Scope builds on that foundation to deliver actionable insight through configurable workflows, analytics, and digital NAV drill-down capabilities. Together, they power consistent reporting, configurable automation, and unified transparency that offers:
- Faster, more reliable NAV delivery through automated NAV packages, embedded quality control checks, and reduced manual reconciliations.
- Improved transparency and collaboration, giving managers end-to-end visibility into workflows and operational status.
- Streamlined operations to expand process automation and accelerate efficiency
- Deeper insights from near real-time data, enabling stronger decision-making based on current, explainable information rather than static reports.
Alongside these enhancements, SEI continues to invest across its investment managers technology ecosystem, implementing Fenergo’s CLM platform to streamline AML, KYC, and client and investor onboarding processes. SEI also introduced integrated waterfall calculation and scenario analysis tools that connect directly to live fund data, enabling managers to model distributions in real time and gain clear insight into how operational decisions drive investor returns.
Additionally, SEI recently launched SEI AccessTM for CITs, an automated collective investment trust (CIT) onboarding platform featuring intelligent data capture, digitized application documents, collaborative dashboards with real-time updates, seamless integration with SEI’s existing CIT platform, and the ability to add alternative CIT funds to SEI Access for expanded market reach.
“Investment managers are facing growing pressure to do more with greater speed, precision, and transparency, but the answer isn’t more people or spreadsheets—it’s smarter use of data, AI, and automation to create opportunities for higher-value work like strategic advisory and client engagement. SEI has a deep history of investing in its technology platform to deliver world-class experiences, and the operational efficiency gains become the foundation for future innovation in solutions like SEI Data Cloud and professional services that help our clients grow.
“By continuing to invest in a unified data foundation, intelligent workflows, and automation grounded in strong governance and safety, we’re helping managers shift from static reporting to continuous insight while maintaining accuracy, control, and human oversight. The result is technology designed to reduce complexity and help firms move faster, reduce friction, and scale with confidence without compromising oversight or service quality.”
Phil McCabe, Head of SEI’s Investment Managers business, said:
“These investments reinforce our long‑standing commitment to building a scalable, intelligent operating model that managers can trust. Through AI-enabled and agentic automation and tightly integrated platforms, we are making the intricacies of investment operations more manageable, embedding data controls and transparency directly into the technology so our clients can operate more efficiently today and be prepared for what’s next.”
Chris Edwards, Head of Client Enablement for SEI’s Investment Managers business
In addition to platform enhancements, SEI has also been making strategic investments across the enterprise to modernize how it operates, innovates, and delivers value to clients through AI and automation. Earlier this year, the company announced it had joined forces with IBM to accelerate enterprise transformation through agentic AI and automation, which includes a core focus on collaboration with SEI’s Investment Managers business to enhance investor servicing and alternative fund accounting operations.
