Asset Vantage vs SEI - Archway Platform Comparison

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

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

100M$


500+


 $1.65b


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


$375b*
*Assets on the Archway Platform


$+1b**
**Based on users of the Archway Platform

Client
Focus

Single-Family Offices

Serves also

  • Individual Wealth Owners
  • Multi family offices
  • Financial advisors
  • Accounting Firms

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

  • Wealth Register
  • Period performance & benchmarking
  • Partnership look-through
  • Private Equity Global traded asset pricing
  • General Ledger Balance Sheet
  • Income Statement
  • Trial Balance
  • Custodian transactions sync & reconciliation
  • Document Vault
  • Check Writing

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

Will be applicable from 2021

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.