SEI - Archway Platform vs SS&C Private Capital Group Comparison

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SEI New Ways

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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SSC

SS&C Private Capital Group

Category
Consolidated Reporting

America's SS&C Private Capital Group, delivers fully-integrated multi-currency portfolio management, financial and partnership accounting solutions to single and multi-family offices to serve their complex needs. Their software eliminates the cost, risk and time of integrating disparate systems.

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Company
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+


$4.6m


1986


-


United States of America


  • Corporate Headquarters: Windsor
  • Hong Kong
  • Dubai
  • Singapore


  • States of America
  • United Kingdom
  • Canada
  • Ireland
  • Hong Kong


$2.6tr


$1.2B

Client
Focus

Single-Family Offices

Serves also

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

Number

225


Single-Family Offices


  • Individual Wealth Owners
  • Multi-Family Offices


18,000

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
  • Governance
  • Portfolio Management
  • Data Aggregation


  • Fully integrated, multi-currency portfolio management
  • Integrated reporting for multi-tiered ownership structures


  • 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


  • SAAS
  • Serviced Software


-


  • Microsoft
  • SAP
  • Java
  • Adobe


-


No

Simple solutions for complex times.