SEI – Archway Platform℠ vs Ethic
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℠
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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Ethic
Category
Impact & ESG
Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
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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)
50-100
< $50 million
2015
- Key staff also have ownership
- External investors (neither clients nor staff)
- Clients are also owners
- Owned by management
United States of America
New York City
–
As of July 2022: $2 billion
–
Client
Focus
- Single-family offices
Serves also
- Individual wealth owners
- Multi-family offices
- Financial advisors
- Fund managers
- Banks
Number
- 225
- Investment & Financial Advisors (RIA / IFAs)
- Individual wealth owners
- Single family offices
- Multi-family offices
- 109 RIAs
- 12 single family offices
- 7 multi-family offices
- 6 institutional consultants
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
- Family mission statement creation
- Customized portfolio creation and management
- Impact reporting
- Sustainability research and resources
- Sustainability diagnostic on existing assets
- Tax optimisation and harvesting
Bankable or Financial Assets & Funds
-
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
–
Java
None
No
In the media
