Allvue Systems vs SEI Archway Platform Comparison

You are looking for alternatives to Allvue Systems. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

Allvue Systems

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.

SEI – Archway Platform℠

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.

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

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

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

Simple solutions for complex times.

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Allvue Systems vs SEI Archway Platform Comparison

You are looking for alternatives to Allvue Systems. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

Allvue Systems

Category

Accounting

SEI – Archway Platform℠

Category

Consolidated Reporting

Company

History

About the owners and the team

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.

Reads

Experts

Companies

Allvue Systems vs SEI Archway Platform Comparison

You are looking for alternatives to Allvue Systems. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

Allvue Systems

Category

Accounting

SEI – Archway Platform℠

Category

Consolidated Reporting

Company

History

About the owners and the team

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.