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SEI Widens SEC-Registered Transfer Agency Offering With Envision as Technology Backbone

7/3/2026

SEI (NASDAQ: SEIC) is expanding its transfer agency capabilities with new services built for registered funds, powered by technology from Envision.

The Oaks, Pa.-based firm announced the move on June 30, 2026, targeting both traditional and alternative asset managers that run registered fund structures.

The expansion extends SEI's regulated footprint deeper into fund operations at a moment when managers are looking to consolidate service providers.

An Expansion, Not a Greenfield Entry The announcement frames this as an extension of existing transfer agency solutions rather than a first foray into the space.