SEI – Archway Platform℠ vs Global Asset+ by Lombard Odier
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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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Global Asset+ by Lombard Odier
Category
Consolidated Reporting
As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions. Our Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.
Read moreCompany
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)
- 500+
- $235 million (2020)
- 1796
- Owned by management
- Switzerland
- Geneva
- Zurich
- Brussels
- London
- Luxembourg
- Paris
- Madrid
- Dubai
- Abu-Dhabi
- Hong-Kong
- Singapore
- Tokyo
- Bermuda
- Nassau
- Switzerland
- United Kingdom
- Singapore
- France
- Denmark
- G2 Pro – our wealth and investment platform fully developed internally in close collaboration with our business lines –allows managing more than #350 billion.
-
Client
Focus
- Single-family offices
Serves also
- Individual wealth owners
- Multi-family offices
- Financial advisors
- Fund managers
- Banks
Number
- 225
- Single-family offices
- Individual wealth owners
- Multi-family offices
200+
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
- Accounting
- Consolidated reporting
- Portfolio management
- Trading (execution on platform)
- Data aggregation
- Risk management
- Impact/ESG reporting
- Dynamic analysis, easy access to financial data
- Execution monitoring
- Instant consolidation of a large number of portfolios/investments
- Historical performance, allocation, and portfolio exposure trends
- Detailed performance contribution/attribution across asset classes, countries and currencies breakdowns
- Fund look through
- Bespoke costs monitoring
- Ex-post and ex-ante risk metrics
- Dedicated investment guidelines monitoring
- Powerful reporting solutions to create personalized reports
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- FinSA/FinIA
- AIFMD
- UCITS
- 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
- Regulated by the Swiss Financial Market Supervisory Authority (FINMA)
- Experts leverage both inside the organisation and through networks of subject matter experts
- ISAE 3000 Report on Client Data Security Controls (Type II) on a yearly basis
- Microsoft
- IBM
- Java
-
- Yes