SEI Expands Transfer Agency Services to Support Asset Managers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 30 2026
0mins
Source: PRnewswire
- Service Expansion: SEI has launched new transfer agency and registry services aimed at supporting traditional and alternative asset managers, particularly for SEC-registered retail-distributed funds, enhancing its competitive position in the market.
- Asset Management Scale: As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets, demonstrating its strong position within the financial services industry.
- Technological Partnership Advantage: By partnering with Envision Financial Systems, SEI leverages its advanced technology platform for automated real-time recordkeeping, improving service efficiency and reducing administrative costs, thereby enhancing client experience.
- Growing Market Demand: With increasing demand for private market access, SEI's semi-liquid funds surpassed $530 billion in total net assets by the end of 2025, indicating significant growth potential in this sector.
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Analyst Views on SEIC
Wall Street analysts forecast SEIC stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 94.990
Low
102.00
Averages
109.75
High
120.00
Current: 94.990
Low
102.00
Averages
109.75
High
120.00
About SEIC
SEI Investments Company is a global provider of financial technology, operations, and asset management services within the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Investment Managers segment provides an outsourced investment management operating platform to alternative and traditional asset managers, fund companies, and sovereign wealth funds. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms, to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide. The Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors and other investment professionals in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SEI Expands Transfer Agency Services to Support Asset Managers
- Service Expansion: SEI has launched new transfer agency and registry services aimed at supporting traditional and alternative asset managers, particularly for SEC-registered retail-distributed funds, enhancing its competitive position in the market.
- Asset Management Scale: As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets, demonstrating its strong position within the financial services industry.
- Technological Partnership Advantage: By partnering with Envision Financial Systems, SEI leverages its advanced technology platform for automated real-time recordkeeping, improving service efficiency and reducing administrative costs, thereby enhancing client experience.
- Growing Market Demand: With increasing demand for private market access, SEI's semi-liquid funds surpassed $530 billion in total net assets by the end of 2025, indicating significant growth potential in this sector.
See More
SEI Appoints New Technology Head to Drive Strategic Investment
- New Appointment Drives Tech Strategy: SEI has appointed Rob Wrzesniewski as Head of Stratos Technology, aiming to enhance advisor technology oversight and platform alignment, ensuring that technology investments align with advisor needs and enterprise objectives, thereby strengthening Stratos' market competitiveness.
- Rich Industry Experience: Wrzesniewski joined SEI in 1992 and has held various leadership roles in its Advisor and Private Banking businesses, most recently leading the Global Solutions team, showcasing his deep background in financial technology that will aid in executing the company's tech strategy.
- Enhanced Advisor Experience: He will focus on ensuring SEI's advisor technology platforms are scalable and resilient, delivering a consistent high-quality advisor experience, which not only boosts client satisfaction but also drives growth in the wealth management sector.
- Completion of Strategic Investment Phase: In December 2025, SEI completed the first phase of its strategic investment in Stratos Wealth Holdings, further strengthening its client service model and asset management capabilities, demonstrating the company's long-term commitment to advisor independence and flexibility.
See More
SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services
- New Leadership Role: SEI has appointed Matt Provencher as Global Head of Enterprise Professional Services to expand and enhance the company's professional services capabilities, thereby reinforcing SEI's position as a strategic partner in client business transformation.
- Strategic Implementation: Provencher will be responsible for advancing SEI's enterprise-wide professional services strategy and establishing a scalable delivery model that supports client needs across platforms such as SEI Data Cloud and cybersecurity, enhancing operational efficiency and value for clients.
- Rich Experience: Provencher brings over 20 years of leadership experience in financial and professional services, having served as President of North America Banking, Financial Services, and Insurance at NTT DATA, where he successfully drove sales, delivery, and operational financial performance, showcasing strong revenue growth capabilities.
- Evolving Client Needs: As clients increasingly seek business transformation, Provencher emphasizes the critical role of professional services in optimizing operating models and enhancing investment value, positioning SEI to better meet the complex demands of its clients through this new role.
See More
SEI Appoints New Global Head of Enterprise Professional Services
- New Leadership Role: SEI has appointed Matt Provencher as the Global Head of Enterprise Professional Services, aiming to expand its professional services capabilities and strengthen its strategic partnership role in client business transformations.
- Service Strategy Advancement: Provencher will be responsible for advancing SEI's enterprise-wide professional services strategy and establishing a scalable delivery model to support client needs across various platforms and operational solutions, which is expected to enhance client satisfaction and operational efficiency.
- Rich Industry Experience: Provencher brings over two decades of leadership experience in financial and professional services, having most recently served as President of North America Banking, Financial Services, and Insurance at NTT DATA, which will provide SEI with valuable industry insights and proven success.
- Client Demand Response: SEI's CEO Sanjay Sharma emphasized that clients seek to achieve business transformation through professional services, and Provencher's addition will help the company better meet client demands for optimizing operating models, driving long-term growth.
See More
SEI Launches Unified Platform to Enhance Investment Management Efficiency
- Technology Investment Upgrade: SEI has announced the launch of an enhanced unified platform that integrates SEI Data Cloud with SEI Scope™, significantly improving data access and operational efficiency, which is expected to enhance the experience and decision-making capabilities of investment managers.
- Intelligent Workflows: The new platform supports real-time digital NAV analysis through configurable workflows and analytics tools, enabling investment managers to better understand how operational decisions impact investor returns, thereby improving customer service quality and satisfaction.
- Compliance and Transparency: SEI continues to invest in Fenergo's client lifecycle management platform to streamline AML and KYC processes, ensuring compliance and transparency in a rapidly changing market environment.
- AI and Automation Integration: SEI's collaboration with IBM aims to accelerate enterprise transformation through intelligent automation, enhancing investor servicing and alternative fund accounting operations, with the goal of helping clients operate more efficiently and prepare for future challenges.
See More
Omeros and SEI Investments Show High Options Trading Volume
- Omeros Options Volume: Omeros Corp (Ticker: OMER) saw options trading volume of 16,691 contracts today, representing approximately 1.7 million shares, which is about 89.8% of its average daily trading volume of 1.9 million shares over the past month, indicating strong market interest in the stock.
- High Put Option Activity: Notably, the $5 strike put option for Omeros has seen particularly high volume, with 5,116 contracts traded today, representing approximately 511,600 underlying shares, suggesting increased investor expectations for a potential decline in the stock price.
- SEI Investments Options Dynamics: In parallel, SEI Investments Company (Ticker: SEIC) recorded an options trading volume of 5,017 contracts, equivalent to approximately 501,700 shares, which accounts for about 83.7% of its average daily trading volume of 599,565 shares over the past month, reflecting sustained investor interest in the stock.
- Call Option Trading Situation: For SEIC, the $95 strike call option has shown significant activity, with 4,981 contracts traded today, representing approximately 498,100 underlying shares, indicating market confidence in the stock's potential for future appreciation.
See More
SEI Expands Transfer Agency Services to Support Asset Managers
- Service Expansion: SEI has launched new transfer agency and registry services aimed at supporting traditional and alternative asset managers, particularly for SEC-registered retail-distributed funds, enhancing its competitive position in the market.
- Asset Management Scale: As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets, demonstrating its strong position within the financial services industry.
- Technological Partnership Advantage: By partnering with Envision Financial Systems, SEI leverages its advanced technology platform for automated real-time recordkeeping, improving service efficiency and reducing administrative costs, thereby enhancing client experience.
- Growing Market Demand: With increasing demand for private market access, SEI's semi-liquid funds surpassed $530 billion in total net assets by the end of 2025, indicating significant growth potential in this sector.
See More
SEI Appoints New Technology Head to Drive Strategic Investment
- New Appointment Drives Tech Strategy: SEI has appointed Rob Wrzesniewski as Head of Stratos Technology, aiming to enhance advisor technology oversight and platform alignment, ensuring that technology investments align with advisor needs and enterprise objectives, thereby strengthening Stratos' market competitiveness.
- Rich Industry Experience: Wrzesniewski joined SEI in 1992 and has held various leadership roles in its Advisor and Private Banking businesses, most recently leading the Global Solutions team, showcasing his deep background in financial technology that will aid in executing the company's tech strategy.
- Enhanced Advisor Experience: He will focus on ensuring SEI's advisor technology platforms are scalable and resilient, delivering a consistent high-quality advisor experience, which not only boosts client satisfaction but also drives growth in the wealth management sector.
- Completion of Strategic Investment Phase: In December 2025, SEI completed the first phase of its strategic investment in Stratos Wealth Holdings, further strengthening its client service model and asset management capabilities, demonstrating the company's long-term commitment to advisor independence and flexibility.
See More
SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services
- New Leadership Role: SEI has appointed Matt Provencher as Global Head of Enterprise Professional Services to expand and enhance the company's professional services capabilities, thereby reinforcing SEI's position as a strategic partner in client business transformation.
- Strategic Implementation: Provencher will be responsible for advancing SEI's enterprise-wide professional services strategy and establishing a scalable delivery model that supports client needs across platforms such as SEI Data Cloud and cybersecurity, enhancing operational efficiency and value for clients.
- Rich Experience: Provencher brings over 20 years of leadership experience in financial and professional services, having served as President of North America Banking, Financial Services, and Insurance at NTT DATA, where he successfully drove sales, delivery, and operational financial performance, showcasing strong revenue growth capabilities.
- Evolving Client Needs: As clients increasingly seek business transformation, Provencher emphasizes the critical role of professional services in optimizing operating models and enhancing investment value, positioning SEI to better meet the complex demands of its clients through this new role.
See More
SEI Appoints New Global Head of Enterprise Professional Services
- New Leadership Role: SEI has appointed Matt Provencher as the Global Head of Enterprise Professional Services, aiming to expand its professional services capabilities and strengthen its strategic partnership role in client business transformations.
- Service Strategy Advancement: Provencher will be responsible for advancing SEI's enterprise-wide professional services strategy and establishing a scalable delivery model to support client needs across various platforms and operational solutions, which is expected to enhance client satisfaction and operational efficiency.
- Rich Industry Experience: Provencher brings over two decades of leadership experience in financial and professional services, having most recently served as President of North America Banking, Financial Services, and Insurance at NTT DATA, which will provide SEI with valuable industry insights and proven success.
- Client Demand Response: SEI's CEO Sanjay Sharma emphasized that clients seek to achieve business transformation through professional services, and Provencher's addition will help the company better meet client demands for optimizing operating models, driving long-term growth.
See More
SEI Launches Unified Platform to Enhance Investment Management Efficiency
- Technology Investment Upgrade: SEI has announced the launch of an enhanced unified platform that integrates SEI Data Cloud with SEI Scope™, significantly improving data access and operational efficiency, which is expected to enhance the experience and decision-making capabilities of investment managers.
- Intelligent Workflows: The new platform supports real-time digital NAV analysis through configurable workflows and analytics tools, enabling investment managers to better understand how operational decisions impact investor returns, thereby improving customer service quality and satisfaction.
- Compliance and Transparency: SEI continues to invest in Fenergo's client lifecycle management platform to streamline AML and KYC processes, ensuring compliance and transparency in a rapidly changing market environment.
- AI and Automation Integration: SEI's collaboration with IBM aims to accelerate enterprise transformation through intelligent automation, enhancing investor servicing and alternative fund accounting operations, with the goal of helping clients operate more efficiently and prepare for future challenges.
See More
Omeros and SEI Investments Show High Options Trading Volume
- Omeros Options Volume: Omeros Corp (Ticker: OMER) saw options trading volume of 16,691 contracts today, representing approximately 1.7 million shares, which is about 89.8% of its average daily trading volume of 1.9 million shares over the past month, indicating strong market interest in the stock.
- High Put Option Activity: Notably, the $5 strike put option for Omeros has seen particularly high volume, with 5,116 contracts traded today, representing approximately 511,600 underlying shares, suggesting increased investor expectations for a potential decline in the stock price.
- SEI Investments Options Dynamics: In parallel, SEI Investments Company (Ticker: SEIC) recorded an options trading volume of 5,017 contracts, equivalent to approximately 501,700 shares, which accounts for about 83.7% of its average daily trading volume of 599,565 shares over the past month, reflecting sustained investor interest in the stock.
- Call Option Trading Situation: For SEIC, the $95 strike call option has shown significant activity, with 4,981 contracts traded today, representing approximately 498,100 underlying shares, indicating market confidence in the stock's potential for future appreciation.
See More
