SEI – Archway Platform℠
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.
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What sets SEI’s Archway Platform apart?
"The foundation of our culture at SEI Family Office Services is based on a mix of creativity and the mastery of details required to build innovative wealth management solutions."
Chelsea Francis
Product
Get an overview of what this software does.
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
Compliance
- Highly configurable application to support multiple regulatory compliance frameworks
Whitelabel
- Yes
Type Of Software
- Serviced software
- SaaS
Ecosystem
- Proprietary
Integrations
- 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
- Yes
Type of data
- Transaction level
Accuracy
- 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.
Custodians
- 80+
Time to new custodian
- 1-3 weeks
Multi-currency
- Set multiple base currencies
- Separate holding level gain/loss from currency gain/loss
- Based on holding/position data
- Based on transaction data
Cost structure
- Feature based
- Entity/complexity based
Visit website
Resources
User journeyCompany Representative
Chelsea Francis
United States of America
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 500+
Revenue
- $1.92 billion
Founded
- 1968
Ownership
- Owned by a larger corporation
Incorporated
- United States of America
Locations
- Indianapolis
- Denver
- Chicago
- San Francisco
- Malvern
- Oaks
- New York
- Toronto
- Hong Kong
- Dublin
- Johannesburg
- London
- New Delhi
Top markets
- States of America
- United Kingdom
Total AUM
- $555 billion (assets on the Archway Platform)
Avg. AUM per client
- $1 billion+ (based on users of the Archway Platform)
Focus
- Single-family offices
Serves also
- Individual wealth owners
- Multi-family offices
- Financial advisors
- Fund managers
- Banks
Number
- 225
Available on request
Request ReferencesSupport & 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.
Onboarding
Implementation timelines can take anywhere from 3-6+ months depending on the complexity of the client.
Customization
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
SEI – Archway Platform℠ Reviews
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FAQs
FAQs about SEI – Archway Platform℠
Q
What is SEI?
A
SEI is an investment management company.
Q
What does SEI do?
A
SEI provides investment processing, management, and operations solutions to clients across the globe.
Q
How does SEI’s Archway Platform work?
A
SEI’s Archway Platform and outsourced services streamline the tedious portfolio and corporate accounting, multi-asset class investment data aggregation, and consolidated reporting operations for family offices.
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