Asset Vantage vs SEI - Archway Platform Comparison

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Asset Vantage, family office software, portfolio management software, consolidated reporting software

Asset Vantage

Category
Consolidated Reporting

Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.

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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
Employees

  • 50-100

Revenue

-

Founded

  • 2011

Ownership

  • Owned by management
  • External investors

Incorporated

  • United States of America

Locations

  • Stamford, CT, USA
  • Mumbai, India
  • Pune, India
  • Singapore
    Affiliate Locations – Dubai, UAE & Geneva, Switzerland & Sydney, Australia

Top markets

  • United States of America
  • India
  • GCC – (UAE, Bahrain, Oman, KSA)
  • United Kingdom
  • Australia/New Zealand

Total Aum

-

Avg. AUM per client

  • $150-200 million


  • 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

  • Single-family offices

Serves also

  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Accounting Firms
  • Trust Companies
  • Banks & Institutions

Number

  • 220+ SFOs Directly
  • 25+ MFOs/CPAs (130+ Families Served)


  • Single-family offices


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


  • 225

Product
Main tasks

  • Accounting
  • Consolidated Reporting
  • Portfolio Analytics
  • Data Aggregation
  • Document Management

Top features

  • Consolidated view across all liquid and illiquid Asset Classes & Entity Structures
  • Multi-Period performance & benchmarking
  • Partnership accounting and entity look-through
  • Global listed equities & fixed income traded asset pricing
  • Integrated General Ledger
  • Consolidating & Multi-Period Balance Sheet & Trial Balance
  • Consolidating & Multi-Period Income Statement
  • Capital Flow Reporting
  • Fully Configurable & exportable widget dashboard across Performance Reporting
  • Custodian transactions sync & reconciliation
  • Document Vault
  • Integration with Bill.com
  • Check Writing
  • User Permissions & Entitlements
  • Transparent Pricing

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Derivatives
  • Private Assets (e.g. collectables, luxury cars, boats, high-value art etc)

Compliance

  • GDPR
  • SOC/SOC 2

Whitelabel

  • Yes


  • 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/Serviced Software

Security

  • TLS (HTTPS) end to end
  • Unique client URLs tied to a VPN
  • Encryption for data at rest
  • Partners for VAPT
  • Unique database and URL

Ecosystem

  • Linux

Integrations

  • API Integrations available

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.