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
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 – 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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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
