SEI - Archway Platform vs Black Diamond 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.

Black Diamond

Consolidated Reporting

USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.

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

500+

4,633 $M

2003

Owned by a larger corporation

United States of America

Jacksonville
Florida
New York
San Francisco
California

United States of America

USD 1.36tr

USD 870m

Client

Focus

Single-Family Offices

Serves also

Individual Wealth Owners
Multi-Family Offices
Financial advisors
Fund managers
Banks

Number

225

Financial advisors

Single family offices
Multi family offices
Banks

Family Office – 87
RIA / Wealth Manager – 1,354
Broker Dealer – 39
Bank / Trust Co – 40
Other – 42

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

Accounting
Consolidated Reporting
Compliance (e.g. AML, KYC, regulatory reporting)
Portfolio Management
Trading (execution on platform)
Trading (orders only)
Data Aggregation

User Interface
End client experience (client portal)
Data quality/data integrity
Exceptional service model
BillingTrading/Rebalancing
Sophisticated report output
Business Intelligence

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

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

SSO & MFA (Single Sign-on and Multi-Factor Authentication)
Encryption In-Transit and At-Rest
Vulnerability and Penetration Testing
Source Code Analysis
Data Integrity Validation
Multi-Layered Endpoint Protection
Network Security including Web Application Firewall and Intrusion
Detection Secure Document Vault
Access Control (Role Based Permissions with Principle of Least-Privilege)
Firm Configurable Security Settings
Security Awareness Program

Microsoft
Linux

More than 55 pre-built integrations with other software solutions as well.
Robust API for custom integrations.

Yes

Cookie	Duration	Description
bcookie	2 years	This cookie is set by linkedIn. The purpose of the cookie is to enable LinkedIn functionalities on the page.
lang		This cookie is used to store the language preferences of a user to serve up content in that stored language the next time user visit the website.
lidc	1 day	This cookie is set by LinkedIn and used for routing.

Cookie	Duration	Description
_ga	2 years	This cookie is installed by Google Analytics. The cookie is used to calculate visitor, session, campaign data and keep track of site usage for the site's analytics report. The cookies store information anonymously and assign a randomly generated number to identify unique visitors.
_gat_gtag_UA_428085_65	1 minute	This cookie is set by Google and is used to distinguish users.
_gid	1 day	This cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the website is doing. The data collected including the number visitors, the source where they have come from, and the pages visted in an anonymous form.
Albacross - Cookie ID	1 year	The domain of this cookie is owned by Albacross. It is used as a analytical tools to identify the potential customers by setting a unique Id for the customers. The session Id is used to implement the preference choice made by the customer upon their re-visit.
Albacross - Visit ID	30 minutes	Sets a unique ID for a specific visitor. This ID can be used to recognize the visitor upon re-entry and implement any preference choices made. The cookie also allows the website to track the visitor on multiple websites for marketing purposes.

Cookie	Duration	Description
_ga_Z66P6D175S	2 years	No description
AnalyticsSyncHistory	1 month	Used to store information about the time a sync with the lms_analytics cookie took place for users in the Designated Countries.
helpful_user	1 month	This cookie is used by the “Helpful” plugin to check whether an Advice and FAQ article has been reviewed. It is similar to the PHPSESSID cookie, in that it stores a serialised string of characters in your browser to help check whether the user of the browser has reviewed an Advice or FAQ article on the Website. However, unlike the PHPSESSID, the helpful_user cookie is not removed at the end of your browser’s session and is instead stored in the browser for 1 month. This means that, even though you leave the Website and close your browser, when you return within a month to the Website, it will remember what Advice and FAQ articles you have reviewed. Reviews submitted through the “Helpful” plugin are anonymous, and this cookie stores no personal information.
pvc_visits[0]	1 day	This cookie is created by post-views-counter. This cookie is used to count the number of visits to a post. It also helps in preventing repeat views of a post by a visitor.
UserMatchHistory	1 month	Linkedin - Used to track visitors on multiple websites, in order to present relevant advertisement based on the visitor's preferences.

SEI - Archway Platform vs Black Diamond 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