SEI Launches End-to-End Digital Onboarding for CITs Covering Over Half of Target Date Assets
SEI launched SEI Access for CITs, a fully digitized, automated onboarding platform for private and public trusts in defined contribution plans. It offers intelligent data capture, pre-populated filings and real-time dashboards, integrating into SEI's infrastructure to support CITs accounting for over half of target date assets.
1. Launch of SEI Access for CITs
On April 14, SEI introduced SEI Access for CITs, a fully digitized onboarding solution designed for defined contribution plan sponsors, advisors, recordkeepers and asset managers. The platform supports both public and private collective investment trusts to streamline the adoption process.
2. Key Platform Features
The end-to-end solution leverages intelligent data capture with pre-populated form filings, automated digital applications and collaborative dashboards with real-time notifications. It integrates into SEI's broader CIT infrastructure and allows the addition of private CIT funds to the SEI Access marketplace.
3. Market Context and Rationale
Collective investment trusts surpassed mutual funds in 2025 to represent over 50% of total target date assets, yet onboarding remains fragmented and paper-based. SEI designed this platform to replace manual workflows, reduce errors and accelerate scale.
4. Strategic Impact
By digitizing critical onboarding steps, SEI aims to cut cycle times from days to minutes and enhance operational efficiency. This positions SEI to capture growing CIT demand and strengthen its retirement services growth trajectory.