SEI – Archway Platform℠ vs Aleta

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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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aleta

Aleta

Category
Consolidated Reporting

Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy. With our intuitive interface, you get a complete overview of the entire family wealth presented in concise reports and dynamic visualizations.

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Company
Employees

  • 500+

Revenue

  • $1.92 billion

Founded

  • 1968

Ownership

  • Owned by a larger corporation

Incorporated

  • United States of America

Locations

  • Indianapolis
  • Denver
  • Chicago
  • San Francisco
  • Malvern
  • Oaks
  • New York
  • Toronto
  • Hong Kong
  • Dublin
  • Johannesburg
  • London
  • New Delhi

Top markets

  • States of America
  • United Kingdom

Total AUM

  • $555 billion (assets on the Archway Platform)

Avg. AUM per client

  • $1 billion+ (based on users of the Archway Platform)


  • 11-50


  • 2006


  • US and Denmark


  • New York
  • Copenhagen
  • Aarhus


  • United States of America
  • Denmark
  • United Kingdom
  • Switzerland
  • Canada


  • $100 billion+


  • Owned by management
  • Clients are also owners

Client
Focus

  • Single-family offices

Serves also

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

Number

  • 225


  • Single family offices


  • Wealth managers
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)

Product
Main tasks

  • Accounting
  • Consolidated reporting
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Data aggregation
  • Ownership look-through

Top features

  • 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)

Assets supported

  • 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

Compliance

  • Highly configurable application to support multiple regulatory compliance frameworks

Whitelabel

  • Yes


  • Consolidated Reporting
  • Portfolio Management
  • Risk Management
  • Impact & ESG
  • Data Aggregation
  • Governance
  • Compliance
  • Financial Statements


  • A sleek and intuitive platform
  • Business-Intelligence module with dynamic visualisations
  • Performance reporting
  • X-ray of public funds
  • Sustainability insights
  • Alternative investments overview
  • Comparable Private-Equity overview
  • Risk and exposure reporting
  • Fee controlling and reporting
  • Bank integrations


  • Bankable or Financial Assets & Funds
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate
  • Digital Assets & Crypto Currency


  • MiFID II
  • GDPR


Yes

Technology
Type Of Software

  • Serviced software
  • SaaS

Security

-

Ecosystem

  • Proprietary

Integrations

  • 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

Mobile App

  • Yes


  • SAAS
  • Serviced software


  • Microsoft


  • Office 365 security integration
  • Integration to ERP systems
  • Microsoft Power BI
  • Excel
  • API


  • Yes

Simple solutions for complex times.