SEI - Archway Platform vs Addepar Comparison

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.

Addepar

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.

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)

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

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SEI - Archway Platform vs Addepar Comparison

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