SEI End Client Reporting (ECR) API is useful in generating Alternate Investing reports. Users can search for available reports and associated parameters to them within ECR These reports can be executed and further the response can be downloaded.

This API initiates the business process to open a new account on the SEI Wealth Platform (along with any new end clients needed for that account

Source System: Enterprise Data Warehouse (EDW)

Data sets include portfolio positions, tax lots, cash projections, transactions and performance. 

Forms data is used to prefill the eform with investor data, retrieve investor data that was submitted by the end user, and update investor data in the eform.