SEI – Archway Platform℠ vs Giving Place, Inc.

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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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giving place logo

Giving Place, Inc.

Category
Technology provider

Giving Place is the first-ever software for optimizing all forms of charitable giving with easy-to-use tools to help organize, plan, and execute all giving activity. It’s one portal, one process, for any charitable vehicle – cash, DAFs, foundations, and more – plus grant tracking, reporting, forecasting, and other analytics for a family’s complete giving. Forget the hassles of managing complex and large-scale philanthropy in spreadsheets, or using software designed specifically for managing a particular type of giving.

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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


-


2020


  • Key staff also have ownership
  • Owned by management


United States of America


Boulder, Colorado (USA)


  • United States of America
  • United Kingdom


~$450 million AUA (assets under administration)


-


~ $36 million


~ $185 million

Client
Focus

  • Single-family offices

Serves also

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

Number

  • 225


Multi-family offices


  • Single family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • 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

  • Yes


  • Compliance
  • Technology provider
  • Risk Management
  • Consolidated Reporting
  • Data Aggregation
  • Digital Due Diligence
  • Governance
  • Impact & ESG
  • CRM


  • Custom Reports
  • Transparency
  • Visionary Purpose
  • Payments
  • Advisor Portal
  • Tax Compliance & Audit Support


  • Cash and equivalent
  • Any charitable structure beyond cash


-


No

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


-


Linux


  • QuickBooks
  • Sage Intacct


  • No

Simple solutions for complex times.