SEI - Archway Platform vs Black Diamond 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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Black Diamond
Category
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.
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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
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