Allvue Systems vs SEI Archway Platform Comparison

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Allvue Systems, family office software, portfolio management software, consolidated reporting software

Allvue Systems

Category
Accounting

Allvue’s accounting, monitoring and reporting solutions offer a flexible, customized solution to support families of any size or structure. With some of the most complex relationship and reporting needs in the industry, Family Offices often struggle with finding the right technology to support multi-generational investing structures. Allvue’s accounting, deal tracking and reporting solutions offer a flexible, customized solution to support families of any size or structure. In fact, Allvue provides accounting, monitoring and reporting solutions to some of the world's most prominent families.

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sei

SEI – Archway Platform℠

Category
Consolidated Reporting

Developed in the USA, SEI's Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions. SEI's platform efficiently handles complex partnerships, portfolios, and corporate accounting alongside investment management and multi-asset class data aggregation.

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Company
History

Allvue was established in 2019 through the merger of Black Mountain Systems and AltaReturn, and currently manages over $2.5 trillion in assets on its platform. The company is based in Miami, FL with locations throughout North America and Europe.

About the owners and the team

Allvue is owned by Vista Equity Partners. The team of 500+ employees is led by James Black, COO of the company.

Employees

500+

Revenue

-

Founded

September 2019

Ownership

-

Incorporated

United States of America

Locations

Miami
Chicago
New York
San Diego
Boston
London
Kyiv
Rotterdam

Top 5 Markets

Canada
United States of America
United Kingdom

Total AUM

-

Avg. AUM per client

-


  • 500+

  • $1.92 billion

  • 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

  • $555 billion (assets on the Archway Platform)

  • $1 billion+ (based on users of the Archway Platform)
Client
Focus

Fund managers

Serves also

Single family offices
Multi family office

Number

-


  • Single-family offices

  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Fund managers
  • Banks

  • 225
Product
Main tasks

Accounting
CRM

Top features

-

Assets supported

-

Compliance

-

Whitelabel

-


  • 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

-

Ecosystem

Microsoft

Integrations

-

Mobile App

-


  • 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.