SEI - Archway Platform vs Addepar Comparison
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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.
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Addepar
Category
Consolidated Reporting
Based in the USA, Addepar is a wealth management platform that infuses complex financial information with transparency. By connecting data, technology and people, it facilitates informed decisions through actionable insights and tailored reporting allows multi-generational family offices to achieve their objectives.
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Employees
500+
Revenue
$1.65b
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 5 Markets
- States of America
- United Kingdom
Total AUM
$375b*
*Assets on the Archway Platform
Avg. AUM per client
$+1b**
**Based on users of the Archway Platform
100-500
-
2009
- Owned by management
- Key staff also have ownership
- External investors
United States
- New York
- Salt Lake City
- Mountain View
- United States
- Canada
- Switzerland
- Brazil
- United Kingdom
$2tr
-
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
- UHNW Individuals
- Private Banks
- Broker-Dealers
- Registered Investment Advisors (RIAs – US)
- Asset Managers
+400
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
- Data Aggregation & Management
- Portfolio Analysis
- Consolidated Reporting
- Governance
- Data Aggregation
- Portfolio Analysis
- Multi-Currency-Mulit-Asset Class Modeling
- Ownership Structure Modeling
- Customized Reporting
- Client Portal
- Mobile and Tablet apps
- File and Document Management
- Alternatives Marketplace
- Bankable Assets
- Private Equity
- Hedge Funds
- Real Estate
- Fixed Income
- Equities
- Private Direct Company
- Rare Collectables (luxury cars, boats, high-value jewelery)
-
No
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
- Hosted on AWS
- 2-factor authentication & single-sign-on (SSO)
- Encrypted data in transit and at rest
- SOC 2 Type 2 Certification
Java
- CRM: Salesforce, Practifi, Salentica
- Trading & Rebalancing: RedBlack, Blaze
- ALTs Data Management: PCR, Canoe, Strata
- Financial Planning: eMoney, MoneyGuide Pro, Libretto
- Risk Management: RCI, Hidden Levers, Jacobi
- General Ledger: QuickBooks, Sage
- Custodial Portals: Fidelity, Schwab, Pershing
- UMA/SMA: Adhesion
- Custom Integrations: Addepar API Toolkit
Yes