SEI launched SEI Access for CITs, a fully digitized onboarding platform that streamlines the process for collective investment trusts, allowing plan sponsors, advisors, recordkeepers, and asset managers to complete onboarding in minutes instead of hours or days.
The platform addresses a market gap that emerged after CITs surpassed mutual funds as the largest vehicle for target‑date assets in 2025, holding 54% of total target‑date assets by year‑end. Legacy onboarding for CITs has remained fragmented and paper‑based, and SEI’s solution replaces manual processes with digital documentation and automated workflows, reducing operational complexity and accelerating adoption in retirement plans.
SEI Access for CITs builds on the company’s existing SEI Access platform, which originally focused on alternative investments and was expanded after the acquisition of Altigo on December 21 2023. The new CIT‑focused solution reinforces SEI’s strategy to provide end‑to‑end technology and operations services for independent advisors and asset managers, positioning the firm to capture additional market share in the growing CIT space.
SEI’s broader business context shows the platform’s strategic importance. As of December 31 2025, the firm manages, advises, or administers approximately $1.9 trillion in assets, up from $1.7 trillion at June 30 2025. In the second quarter of 2025, SEI reported an earnings per share increase of 70%, revenue growth of 8%, operating income growth of 9%, and an operating margin of 27%, reflecting strong execution and scale.
Sean Lawlor, Head of Public Markets for SEI’s Investment Managers business, said, “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.” The quote underscores the need for digital transformation in the CIT market and highlights SEI’s role in driving that change.
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