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SEI – Archway Platform℠

Consolidated Reporting
United States of America

SEI’s Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.

SEI Family Office Services supports the accounting, investment data aggregation and reporting operations of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation.

Key Company Info

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Facts about the company








Owned by a larger corporation


United States of America

  • Indianapolis
  • Denver
  • Chicago
  • San Francisco
  • Malvern
  • Oaks
  • New York
  • Toronto
  • Hong Kong
  • Dublin
  • Johannesburg
  • London
  • New Delhi
Top 5 Markets
  • States of America
  • United Kingdom
Total AUM

*Assets on the Archway Platform

Avg. AUM per client

**Based on users of the Archway Platform


Facts about the clients


Single-Family Offices

Serves also
  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Fund managers
  • Banks



Available on request

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    Get an overview of what this software does.

    The basics

    Basics about the product

    Main tasks
    • Accounting
    • Consolidated Reporting
    • Compliance (e.g. AML, KYC, regulatory reporting)
    • Portfolio Management
    • Data Aggregation
    • Ownership Look-Through
    Top features
    • Customizable chart of accounts
      Flexible, automated multi-level reporting including financial statements, allocation, holdings, performance and risk reports
    • Partnership, investment and corporate accounting
    • Look-through for complex nested ownership structures
    • Cash management including transfers and gifting
    • Consolidated net worth tracking across assets, accounts, custodians, geographies and currencies
    • Alternative investment tracking and reporting
    • Accounts payable including bill payment
    • Flexible delivery options (SaaS, Outsourced, Hybrid)
    Assets supported
    • Bankable assets
    • Private equity
    • Real estate
    • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
    • Hedge Funds
    • Fixed Income
    • Derivatives
    • Personal Assets
    • Operating Companies

    Highly configurable application to support multiple regulatory compliance frameworks




    Look under the hood

    Type Of Software
    • Serviced Software
    • SAAS


    • Data enrichment sources
    • Banks custodians
    • brokerage firms
    • Order management systems
    • Data warehouses
    • Pricing sources
    • Third party data aggregators
    • CRM systems
    • Industry-specific software (oil & gas, property management, manufacturing, etc.)
    • Tax software
    • Financial planning tools
    Mobile App


    Reporting-specific features

    They handle reporting like this

    Type of data

    Transaction level


    Features direct data feeds with banks, custodians and pricing sources that automatically bring financial data into the system on a nightly basis. Once data is aggregated in the system, users have access to automated reconciliation tools for account balances, positions



    Time to new custodian

    1-3 weeks

    • Set multiple base currencies
    • Separate holding level gain/loss from currency gain/loss
    • Based on holding/position data
    • Based on transaction data
    Pricing & Co

    Learn about the commercials

    Cost structure
    • Feature based
    • Entity / Complexity based

    Support & Services

    Learn what support and services you can expect

    Support options

    General contact mail or phone, Dedicated contact, In person on site support, Product Support Portal

    Pricing of support

    Product support is included in the product subscription cost


    Implementation timelines can take anywhere from 3-6+ months depending on the complexity of the client.


    Certain customizations are available.

    Bespoke development

    All clients receive annual major upgrades to the platform including new features, functionality and reporting options, System enhancement requests, Custom report development, Data connectivity

    Added services

    Data entry, Book keeping, Software development, Bill Payment, Partnership Accounting, Consolidated Client Reporting

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