FA Solutions vs SEI's Archway Comparison

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FASolutions, family office software, portfolio management software, consolidated reporting software

FA Solutions

Category
Portfolio Management

Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do.

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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

1999

Ownership

  • Owned by management
  • Key staff also have ownership

Incorporated

Finland

Locations

  • London
  • Helsinki
  • Stockholm
  • Riga

Top 5 Markets

  • Norway
  • Singapore
  • Switzerland
  • United Arab Emirates
  • United Kingdom

Total AUM

$+100B

Avg. AUM per client

$500M-5B


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

Multi-Family Offices

Serves also

  • Single-Family Offices
  • Fund managers
  • Financial advisors
  • Banks

Number

70


Single-Family Offices


  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Fund managers
  • Banks


225

Product
Main tasks

  • Accounting
  • Consolidated Reporting
  • CRM
  • Governance
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting

Top features

  • Portfolio & Trade order management
  • Analytics
  • Compliance
  • Corporate actions
  • Fee management
  • Reconciliation
  • FA Client Front
  • Reporting
  • Accounting
  • Client Management

Assets supported

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

Compliance

  • MiFID II
  • GDPR
  • AIFMD
  • UCITS

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

Security

  • Layers approach
  • Two-factor authentication ISO Certified hosting partners
  • SSL encryption
  • 3rd party annual penetration test audit trail

Ecosystem

  • Microsoft
  • Google
  • Java

Integrations

  • MS Office
  • M2 wealth
  • Various custody connections
  • Bloomberg
  • MorningStar
  • Nasdaq
  • Calastone
  • Azure

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.