SEI Expands SEC-Registered Transfer Agency with Envision Technology

Corporate ActionDigital Finance
โดย PR Newswire·Read original
Summary · why it matters

SEI has expanded its transfer agency solutions with the launch of SEI Transfer Agency and Registry Services, Inc., an SEC-registered entity that will support U.S.-based traditional and alternative asset managers offering retail-distributed funds. The new transfer agency leverages core technology from Envision Financial Systems and extends SEI's capabilities beyond its existing institutional transfer agency, which already services over 1,100 funds representing $395 billion in assets. It will now also service semi-liquid alternative investment funds, including '40 Act registered closed-end interval funds, closed-end tender offer funds, business development companies, and '34 Act registered 3(c)(7) funds. The expansion comes amid rapid growth in semi-liquid funds, which surpassed $530 billion in total net assets by the end of 2025. SEI's Investment Managers business head Phil McCabe noted that the move allows the firm to capitalize on the convergence of private and public markets by leveraging its technology and operations expertise.

Impact on stocks 2

Health Care▲ · 1 stocks
Financials▲ · 1 stocks
SEI Investments Company
SEIC
▲ PositiveTechnologyrelevance

SEI launches new SEC-registered transfer agency leveraging Envision technology, expanding into semi-liquid funds.

Off-coverage companies 1

Envision Financial SystemsPrivate▲ Positive
Technologyrelevance

Envision's core technology is used by SEI for the new transfer agency, indicating a partnership or licensing deal.

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