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
  • Mumbai
  • Pune
Top 5 Markets

  • United States of America
  • India
  • United Arab Emirates
  • Saudi Arabia
  • Australia/New Zealand
Total Aum

-

Avg. AUM per client

  • $125 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

  • 200+ SFOs
  • 10 MFOs
  • 10 CPAs

  • Single-family offices

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

  • 225
Product
Main tasks

  • Accounting
  • Consolidated reporting
  • Portfolio management
  • 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
  • Check Writing
  • User permissions & entitlements
  • Transparent pricing
Assets supported

  • Bankable assets
  • Private equity
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Real estate
  • Derivatives
Compliance

  • GDPR
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

  • Integrations will be applicable from 2022
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.