SEI - Archway Platform vs SS&C Private Capital Group 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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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

  • $1.92 billion
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 markets

  • States of America
  • United Kingdom
Total AUM

  • $555 billion (assets on the Archway Platform)
Avg. AUM per client

  • $1 billion+ (based on users of the Archway Platform)

  • 500+

  • $4.6 million

  • 1986

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  • United States of America

  • Windsor
  • Hong Kong
  • Dubai
  • Singapore

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

  • $2.6 trillion

  • $1.2 billion
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)

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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.