SEI – Archway Platform℠ vs Landytech
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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
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)
- 101 -150
–
- 2018
- Owned by management
- External investors
- United Kingdom
- London
- Paris
- United Kingdom
- France
- Switzerland
- Channel Islands (Jersey, Guernsey)
- Germany
- $100 billion
–
Client
Focus
- Single-family offices
Serves also
- Individual wealth owners
- Multi-family offices
- Financial advisors
- Fund managers
- Banks
Number
- 225
- Single-family offices
- Multi-family offices
- Fund managers
- 70+
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
- Bookkeeping
- Cash Flow Management
- Data Consolidation
- Private Asset Reporting
- Look-through Ownership Structures
- Document Management
- Portfolio Analysis
- Ability to whitelabel
- Custom reports
- Full multi-Currency support
- Bankable or financial assets & funds
- Foreign exchange
- Lifestyle assets & rare collectibles
- Private equity & direct investments
- Real Estate
–
- 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
–
–
- Reporting systems
- Ledger systems
- Administrative systems
- ERP
- Portfolio management systems
- No