SS&C Private Capital Group vs SEI's Archway Platform Comparison

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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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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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Company
Employees

500+

Revenue

$4.6m

Founded

1986

Ownership

-

Incorporated

United States of America

Locations

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

Top 5 Markets

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

Total AUM

$2.6tr

Avg. AUM per client

$1.2B


500+


 $1.65b


1968


Owned by a larger corporation


United States of America


  • Indianapolis
  • Denver
  • Chicago
  • San Francisco
  • Malvern
  • Oaks
  • New York
  • Toronto
  • Hong Kong
  • Dublin
  • Johannesburg
  • London
  • New Delhi


  • States of America
  • United Kingdom


$375b*
*Assets on the Archway Platform


$+1b**
**Based on users of the Archway Platform

Client
Focus

Single-Family Offices

Serves also

  • Individual Wealth Owners
  • Multi-Family Offices

Number

18,000


Single-Family Offices


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


225

Product
Main tasks

  • Accounting
  • Consolidated Reporting
  • Governance
  • Portfolio Management
  • Data Aggregation

Top features

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

Assets supported

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

Compliance

-

Whitelabel

Yes


  • Accounting
  • Consolidated Reporting
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Data Aggregation
  • Ownership Look-Through


  • 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)


  • 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


Highly configurable application to support multiple regulatory compliance frameworks


Yes

Technology
Type Of Software

  • SAAS
  • Serviced Software

Security

-

Ecosystem

  • Microsoft
  • SAP
  • Java
  • Adobe

Integrations

-

Mobile App

No


  • Serviced Software
  • SAAS


-


Proprietary


  • 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


Yes

Simple solutions for complex times.