Addepar vs SEI Archway Platform Comparison

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Consolidated Reporting

Addepar

Category
Consolidated Reporting

Based in the USA, Addepar is a wealth management platform that infuses complex financial information with transparency. By connecting data, technology and people, it facilitates informed decisions through actionable insights and tailored reporting allows multi-generational family offices to achieve their objectives.

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SEI New Ways

SEI – Archway Platform℠

Category
Consolidated Reporting

America's SS&C Private Capital Group, delivers fully-integrated multi-currency portfolio management, financial and partnership accounting solutions to single and multi-family offices to serve their complex needs. Their software eliminates the cost, risk and time of integrating disparate systems.

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Company
Employees

100-500

Revenue

-

Founded

2009

Ownership

  • Owned by management
  • Key staff also have ownership
  • External investors

Incorporated

United States

Locations

  • New York
  • Salt Lake City
  • Mountain View

Top 5 Markets

  • United States
  • Canada
  • Switzerland
  • Brazil
  • United Kingdom

Total AUM

$2tr

Avg. AUM per client

-


500+


 $1.65b


1968


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


  • States of America
  • United Kingdom


$375b*
*Assets on the Archway Platform


$+1b**
**Based on users of the Archway Platform

Client
Focus

  • Single-family offices
  • Multi-family offices
  • UHNW Individuals

Serves also

  • Private Banks
  • Broker-Dealers
  • Registered Investment Advisors (RIAs – US)
  • Asset Managers

Number

+400


Single-Family Offices


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


225

Product
Main tasks

  • Data Aggregation & Management
  • Portfolio Analysis
  • Consolidated Reporting
  • Governance

Top features

  • Data Aggregation
  • Portfolio Analysis
  • Multi-Currency-Mulit-Asset Class Modeling
  • Ownership Structure Modeling
  • Customized Reporting
  • Client Portal
  • Mobile and Tablet apps
  • File and Document Management
  • Alternatives Marketplace

Assets supported

  • Bankable Assets
  • Private Equity
  • Hedge Funds
  • Real Estate
  • Fixed Income
  • Equities
  • Private Direct Company
  • Rare Collectables (luxury cars, boats, high-value jewelery)

Compliance

-

Whitelabel

No


  • Accounting
  • Consolidated Reporting
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Data Aggregation
  • Ownership Look-Through


  • 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)


  • 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


Yes

Technology
Type Of Software

SaaS

Security

  • Hosted on AWS
  • 2-factor authentication & single-sign-on (SSO)
  • Encrypted data in transit and at rest
  • SOC 2 Type 2 Certification

Ecosystem

Java

Integrations

  • CRM: Salesforce, Practifi, Salentica
  • Trading & Rebalancing: RedBlack, Blaze
  • ALTs Data Management: PCR, Canoe, Strata
  • Financial Planning: eMoney, MoneyGuide Pro, Libretto
  • Risk Management: RCI, Hidden Levers, Jacobi
  • General Ledger: QuickBooks, Sage
  • Custodial Portals: Fidelity, Schwab, Pershing
  • UMA/SMA: Adhesion
  • Custom Integrations: Addepar API Toolkit

Mobile App

Yes


  • Serviced Software
  • SAAS


-


Proprietary


  • 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


Yes

Simple solutions for complex times.