Retrieves investor information as captured during the investor on-boarding process. Real time notifications for investor updates are also available for subscription.

Retrieve all the attributes associated to a product and product relationships to an investor. Create and modify product relationships.

Retrieve a predefined list of values from a source of fields in SEI's KYC system. A master List of Lists can be viewed, along with the actual values associated to each List. These lists can collectively be used with existing products in the Investor Lifecycle.

A third party is an individual or entity that is involved in some capacity but not a principal. Third parties may work on behalf of one or more firms, products or investors. The third parties product supports the retrieval of Related Contacts, Custodians, Placement Agents and Vendors, along with party-specific attributes and relationships between the party and firms, products and/or investors.

The SMA or Separately Managed Accounts API allows a firm to submit Trade tickets to the SEI middle office team who then fills orders for those tickets created by the client application.  The client application can then use GET requests to check the status of SMA trade tickets and orders filed on their behalf.

Initiate subscription requests on behalf of the end client into desired product(s). Supports all types of custom subscription request types for a client.

Intended to be the owner of the Account. An end client can be the ultimate owner of multiple accounts across fund or portfolios.

Perform transactions on etfs in a secure fashion, automating the trade workflow by retrieving trades, retrieving funds, subscribing to funds, modifying and deleting subscriptions for entitled etf products only.

Initiate pre-configured report jobs that are set up in SEI's End Client Reporting application.