SEI – Archway Platform℠ vs Assure Wealth

You are looking for alternatives to SEI - Archway Platform℠ . Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

SEI – Archway Platform℠

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

Assure Wealth

Data Aggregation

Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.

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

$2.5 million

2014

Key staff also have ownership
Clients are also owners

Denmark

Nivå

Denmark
Norway
Sweden
Switzerland
United Kingdom

$20 billion

$160 million

Client

Focus

Single-family offices

Serves also

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

Number

Individual wealth owners

Single-family offices
Multi-family offices

50 UHNWI
3 SFO
10 foundations

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

Accounting
Consolidated reporting
Data aggregation
Risk management
Impact/ESG reporting

Overview
Flexible wealth reports
Independence
Full risk picture
Follow-up on performance
Integration to accounting systems

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

GDPR

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

Serviced software

Two-factor login
Secure emails

VITEC

Accounting systems
DW-solutions

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SEI – Archway Platform℠ vs Assure Wealth

You are looking for alternatives to SEI - Archway Platform℠ . Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.