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What is the difference between the Blackfinch Portal and the SEI Portal?

Blackfinch Portal

  • Provides portfolio information specific to your Blackfinch AIM investment.
  • Includes portfolio reporting, investment updates and AIM-specific information.
  • New AIM accounts opened from July 2024 are available through the dedicated AIM Portal.

SEI Portal

  • Provides custody and platform information.
  • Allows you to view account details, valuations, transaction history and administration records.

Together, the portals provide different views of your investment, with Blackfinch focusing on investment management and SEI focusing on custody and administration.