SEI Investments Company Launches Digital Onboarding Solution For Collective Investment Trusts
SEIC
Published on 04/14/2026 at 01:51 pm EDT
SEI Investments Company announced the launch of SEI Access for CITs, a fully digitized, fully automated collective investment trust onboarding experience that supports both public and private assets for defined contribution plan sponsors, advisors, recordkeepers, and asset managers. Market demand for CITs in DC plans continues to accelerate, with CITs surpassing mutual funds in 2025 to represent more than half of total target date assets, but the legacy infrastructure to support this shift is lagging?onboarding remains fragmented and paper-based, resulting in long cycle times, a lack of standardized workflows, scalability challenges, and operational complexity that adds friction to adoption. SEI has advanced its technology to address these barriers, replacing manual operating processes with digital documentation and workflows to support scale.
As one of the first fully digitized, end-to-end onboarding solutions, the platform offers intelligent, automated data capture including pre-populated form filings, reducing errors and manual entry, digital applications that streamline review, approval, and execution, centralized, collaborative dashboards with real-time notifications that give stakeholders clear visibility into next steps, flexible infrastructure integrated into SEI's broader CIT platform, enabling governance, onboarding, and administration at scale, and the ability to add private CIT funds to the SEI Access marketplace, expanding market reach. Unlike generic document tools or bolt-on workflows, SEI Access for CITs is designed specifically around CIT applications and retirement plan implementation processes, enabling connected collaboration across the ecosystem. By digitizing and automating critical steps, the platform helps stakeholders complete onboarding in minutes rather than hours or days.
The solution is available through SEI Access, a platform designed to provide an enhanced investment experience and increased access for wealth managers and financial advisors in the U.S. SEI launched the onboarding platform and alternative investments product marketplace in 2025 following its acquisition of Altigo and has since expanded capabilities to help clients navigate complexity and scale with confidence.