MyFO vs SEI – Archway Platform

You are looking for alternatives to MyFO. 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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MyFO

Category
Consolidated Reporting

MyFO delivers the most advanced family office experience, seamlessly combining efficiency with secure, centralized tools to transform wealth management. Specifically designed for family offices and advisors, MyFO consolidates essential financial data and provides customized workflows, empowering families to manage, grow, and protect their assets with ease and confidence—all within one intuitive hub.

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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.1

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Company
Employees

11-50

Revenue

-

Founded

2019

Incorporated

Canada

Locations

-

Top 5 Markets

Canada
United States of America

Total AUM

-

Avg. AUM per client

-

Ownership

Clients are also owners
Owned by management
External investors (neither clients nor staff)
Key staff also have ownership


  • 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

Secondary focus

Individual wealth owners
Single family offices
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)
Banks

Clients

20 IWO
15 SFO
3 MFO


  • Single-family offices


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


  • 225

Product
Main Tasks

Data Aggregation
Consolidated Reporting
Investing technology
Technology provider
Portfolio Management

Top features

AI Powered
Consolidated View
Digital Excellence
Proven Agility
Transparency

Assets supported

Alternatives
Art & Collectibles
Bankable or Financial Assets & Funds
Cash & Equivalents
Commodities
Cryptocurrency
Digital Assets & Crypto Currency Direct Private Equity
Equities, Fixed Income
Gold & Precious Metals
Lifestyle Assets & Rare Collectibles
Music Royalty
Private Debt
Residential
Developing Markets
Commercial
Real Estate
REITS
Venture Capital
Insurance

Compliance

GDPR

Whitelabel

No


  • 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

Ecosystem

Custom

Integrations

N/A

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