SEI – Archway Platform℠ vs Nasdaq for Family Offices

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

Nasdaq for Family Offices

Portfolio Management

Nasdaq for Family Offices helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.

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+

1971

Owned by a larger corporation

United States of America

New York
Atlanta
Dallas
London
Edinburgh
Tacoma
Hong Kong
Charlottesville
Sydney

Client

Focus

Single-family offices

Serves also

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

Number

Pensions
Foundations
Endowments
Family Offices
OCIOs
Financial Advisors
Sovereign Wealth
Funds
Superannuations
Insurers

Single-family offices
Multi-family offices
Independent financial advisors
Registered investment advisors
Fund managers
Banks

1000+

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

Consolidated reporting
Portfolio management
Risk management
Impact/ESG reporting

Data aggregation and management
Manager due diligence
Multi-asset class Portfolio analytics
Modelling future outcomes
Keeping shareholders informed
Focusing team resources
Centralized document management

Bankable assets
Private equity
Real estate

GPDR

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
SAAS

Several integrations are provided. Reach out if you are interested in learning about our integrations.

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SEI – Archway Platform℠ vs Nasdaq for Family Offices

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.