SEI – Archway Platform℠ vs SoftLedger

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

SoftLedger

Accounting

SoftLedger provides real-time visibility to critical financial data. Our cloud-native accounting platform and APIs help family offices manage multiple entities and investments. This includes a full-featured general ledger, multi-entity consolidation, foreign currency revaluation, accounts receivable, accounts payable, crypto asset management, and more.

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

–

2016

Owned by management
External investors

United States of America

–

United States of America
United Kingdom
Hong Kong
Australia
Singapore

Client

Focus

Single-family offices

Serves also

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

Number

Single family offices

Multi-family offices
Exchange platforms
Software and technology providers

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

Accounting
Consolidated Reporting
Data
Institutional Investor
Data Aggregation
Portfolio Management
API
OEM software and licensing

Ability to Whitelabel
Full Multi-Currency Support
Custom Reports
Custom Development Service
Banking Providers
Transparency
Proven Agility

Alternatives

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

SAAS

Auth0
Plaid
Vezgo
Postmark
Expensify

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SEI – Archway Platform℠ vs SoftLedger

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.