SEI Launches Digital Onboarding Solution for Collective Investment Trusts

SEI (NASDAQ:SEIC) launched SEI Access for CITs on April 14, 2026, a fully digitized, end-to-end onboarding solution for collective investment trusts that supports public and private assets.

Rhea-AI Summary

SEI (NASDAQ:SEIC) launched SEI Access for CITs on April 14, 2026, a fully digitized, end-to-end onboarding solution for collective investment trusts that supports public and private assets.

The platform automates data capture, pre-populated filings, digital approvals, and centralized dashboards to reduce errors, shorten onboarding cycle times, and scale CIT governance and administration. SEI expanded the capability after its 2025 Altigo acquisition.

Positive

• CITs >50% of target date assets in 2025
• Platform enables automated onboarding with pre-populated filings
• Built on SEI Access marketplace after 2025 Altigo acquisition

Negative

• Legacy onboarding remains paper-based, causing long cycle times
• Fragmented workflows create scalability and operational complexity

Argus Apr 14 session

+1.27% close to close 0.9x rel. volume Open Argus

Details

News Market Reaction – SEIC

On Apr 14, the day this news came out, SEIC closed 1.27% above the previous close.

Data tracked by StockTitan Argus for the Apr 14 session.

Key Figures

CIT adoption milestone: 2025 Announcement date: April 14, 2026

CIT adoption milestone

2025

CITs surpassed mutual funds in DC target date assets in 2025

Announcement date

April 14, 2026

Launch date of SEI Access for CITs digital onboarding solution

Historical Context

5 past events · Latest: Apr 08

5 events

1. Apr 08

   Earnings date notice

   24h Move

   +3.5%

   Announcement of Q1 2026 earnings release date and conference call details.

2. Mar 31

   Platform client win

   24h Move

   +1.6%

   Huntington National Bank selected SEI Wealth Platform to unify wealth systems.

3. Mar 25

   Alternative fund mandate

   24h Move

   -1.5%

   Ranchland Capital chose SEI for fund administration and investor services.

4. Mar 09

   AI transformation deal

   24h Move

   -0.3%

   Collaboration with IBM to use agentic AI and automation across enterprise.

5. Feb 24

   Alternatives partnership

   24h Move

   +1.4%

   Pravati Capital partnership to offer litigation finance via SEI Access.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

collective investment trust, defined contribution plan, trustees

3 terms

collective investment trust financial

"a fully digitized, fully automated collective investment trust (CIT) onboarding experience"

A collective investment trust is a pooled investment vehicle run by a bank or trust company that gathers money from multiple retirement plans and invests it as a single fund, similar to a neighborhood carpool combining individual trips into one vehicle to save cost. Investors care because pooling lowers fees and simplifies access to diversified strategies for retirement accounts, but these trusts are regulated differently and may have less disclosure than mutual funds.

defined contribution plan financial

"supports both public and private assets for defined contribution plan sponsors"

An employer-sponsored retirement savings arrangement in which the employer, employee or both put a set amount into an individual account for each worker; the final balance depends on investment returns rather than a guaranteed payout. It matters to investors because these plans change a company’s payroll costs, influence employee retention and morale, and shift long-term money into financial markets — think of it like a personal piggy bank that grows or shrinks depending on how its investments perform.

trustees financial

"one of the first trustees to offer a fully digitized, automated onboarding workflow for CITs"

Trustees are people or a small group legally appointed to hold and manage assets, documents, or obligations on behalf of others and must act in those beneficiaries’ best interests. Think of them as a neutral guardian or custodian who enforces rules, protects assets, and makes decisions that can affect payments, corporate governance, or recovery in a default — all of which directly influence investor returns and risk.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEI Access for CITs Modernizes Onboarding Experience Across Retirement Ecosystem

OAKS, Pa., April 14, 2026 /PRNewswire/ -- SEI^® (NASDAQ:SEIC) today announced the launch of SEI AccessTM for CITs, a fully digitized, fully automated collective investment trust (CIT) 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 assets¹, 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
• The ability to add private CIT funds to the SEI Access marketplace, expanding market reach

Sean Lawlor, Head of Public Markets for SEI's Investment Managers business, said:

"CITs are becoming mainstream in retirement plans, but the onboarding experience remains manual and fragmented. Just as mutual funds have benefited from decades of digital onboarding and automated workflows, the infrastructure supporting CITs must evolve in a similar way to meet market demand and support continued adoption.

"We're proud to help lead this evolution as one of the first trustees to offer a fully digitized, automated onboarding workflow for CITs. SEI Access for CITs builds on our existing platform to deliver a more integrated experience, bringing together fund administration and distribution while enabling collaboration across stakeholders. By driving greater operational efficiency and expanding access to institutional-quality investments, this solution reinforces our commitment to supporting every participant in the retirement ecosystem."

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.

¹Morningstar, "2026 Target Date Fund Landscape."

About SEI^®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets. For more information, visit seic.com.

About SEI's Investment Managers business
SEI's Investment Managers business provides advanced operating infrastructure for investment organizations of all types to evolve and compete in a landscape of escalating business challenges. SEI's global operating platform delivers customized and integrated capabilities across a wide range of investment vehicles, strategies, and jurisdictions to investment managers and asset owners. The company's services enable users to gain scale and efficiency, keep pace with marketplace demands, and run their businesses more strategically. For more information, visit seic.com/ims.

Company Contact:	Media Contact:
Alicia Rudd	Eric Hazard
SEI	Vested
+1 610-676-3887	+1 917-765-8720
arudd@seic.com	eric@fullyvested.com

View original content:https://www.prnewswire.com/news-releases/sei-launches-digital-onboarding-solution-for-collective-investment-trusts-302741397.html

SOURCE SEI Investments Company

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What is SEI Access for CITs and when was it announced (SEIC)?

SEI Access for CITs is a fully digitized CIT onboarding platform announced on April 14, 2026. According to the company, it automates data capture, approvals, and collaboration for sponsors, advisors, recordkeepers, and asset managers.

How does SEI Access for CITs affect onboarding cycle times for SEIC clients?

It aims to reduce onboarding from hours or days to minutes through automation and pre-populated filings. According to the company, centralized dashboards and digital approvals provide real-time visibility to accelerate workflows and reduce manual errors.

Does SEI Access for CITs support private CIT funds on SEIC's marketplace?

Yes, the solution supports adding private CIT funds to the SEI Access marketplace. According to the company, this expands market reach by enabling both public and private asset onboarding within the same platform.

Why is SEI launching a CIT onboarding solution now (SEIC)?

Market demand for CITs has accelerated, with CITs surpassing mutual funds in 2025 for target date assets. According to the company, updated infrastructure is needed to match growing adoption and address manual onboarding barriers.

How does SEI Access for CITs integrate with existing SEI services (SEIC)?

The platform integrates into SEI's broader CIT platform to enable governance, onboarding, and administration at scale. According to the company, it builds on SEI Access features and the Altigo acquisition to deliver integrated fund administration and distribution.

What operational problems does SEI Access for CITs aim to solve for plan sponsors (SEIC)?

It targets fragmented, paper-based onboarding, reducing errors and manual entry through intelligent data capture and automated workflows. According to the company, the goal is to improve scalability and stakeholder collaboration across the retirement ecosystem.