SEI – Archway Platform℠ vs Swimbird

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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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SWIMBIRD

Swimbird

Category
Consolidated Reporting

With their head office in Sweden, Swimbird's Platform, SWIP, is a brand new, modern portfolio management solution that offers real-time aggregation and visualization of portfolio data irrespective of format, data source, geography and instrument type. Built on best-of-breed technology, it can be tailored for individual businesses and is continuously evolving to keep up with future demands.

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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)


  • 15-20



  • 2018


  • Owned by management and external investors
  • Staff also have ownership


  • Sweden


  • Stockholm


  • Sweden
  • Finland
  • Denmark
  • Norway
  • Switzerland


  • $10 billion


Client
Focus

  • Single-family offices

Serves also

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

Number

  • 225


  • Multi-family offices


  • Individual wealth owners
  • Single-family offices
  • Banks
  • Financial advisors


  • 15-30

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


  • Portfolio management
  • Data aggregation
  • Consolidated reporting


  • Connectivity and integration
  • Portfolio overview all assets & liabilities
  • Flexible and customizable reporting
  • Performance and risk analysis
  • Asset allocations incl. multiple categories
  • Online customizable
  • Dashboard in real time
  • Private equity
  • Private equity funds
  • Commercial real estate
  • Accounting records
  • Data warehouse, record keeping incl full audit trail
  • Market and static data master


  • Bankable assets
  • Private equity
  • Commercial real estate
  • Private assets (e.g. collections)


  • GDPR


  • 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


  • Serviced software
  • SaaS
  • Fully standalone


  • SWIP employs bank-grade security measures in order to safeguard our clients’ data.


  • Java



Simple solutions for complex times.