SEI Launches AI-Powered Platform for Automated NAV, Real-Time Analytics
SEIC•SEI has launched a unified platform combining SEI Data Cloud and Scope, delivering automated NAV packages with embedded quality controls, near real-time analytics, reduced manual reconciliations and accelerated NAV delivery. The firm also introduced integrated waterfall scenario analysis tools and an automated SEI Access collective investment trust onboarding solution.
1. Unified Platform Introduction
SEI rolled out a unified investment manager platform integrating SEI Data Cloud and SEI Scope, designed to centralize data, workflows and insights on a single interface. Data Cloud serves as a scalable, governed data foundation, while Scope provides near real-time visualizations, configurable analytics and digital NAV drill-down capabilities to enhance transparency and streamline operational oversight across the full investment lifecycle.
2. Efficiency and Analytics Enhancements
The platform delivers automated NAV packages with embedded quality control checks and reduces manual reconciliations, accelerating NAV delivery timelines. It also offers configurable process automation, end-to-end workflow visibility and near-real-time analytics that replace static reporting, enabling managers to perform scenario analysis and integrated waterfall calculations directly on live fund data for faster, data-driven decision-making.
3. Broader Technology Ecosystem Investments
SEI expanded its technology ecosystem with Fenergo’s client lifecycle management platform to streamline AML, KYC and onboarding, and launched SEI Access, an automated collective investment trust onboarding solution with intelligent data capture and real-time dashboards. Earlier this year, SEI partnered with IBM on agentic AI and automation to enhance investor servicing and alternative fund accounting operations, further reinforcing its commitment to AI-driven innovation.
