SS&C Family Office Services vs SEI's Archway Platform Comparison

You are looking for alternatives to SS&C Family Office Services. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

SS&C Family Office Services

Consolidated Reporting

America's SS&C Family Office Services, 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.

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.

Employees

500+

Revenue

$4.6 million

Founded

1986

Ownership

Incorporated

United States of America

Locations

Windsor
Hong Kong
Dubai
Singapore

Top 5 Markets

States of America
United Kingdom
Canada
Ireland
Hong Kong

Total AUM

$2.6 trillion

Avg. AUM per client

$1.2 billion

500+

$1.92 billion

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

$555 billion (assets on the Archway Platform)

$1 billion+ (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

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

Technology

Type Of Software

SaaS
Serviced software

Security

Ecosystem

Microsoft
SAP
Java
Adobe

Integrations

Mobile App

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

In the media

Simple solutions for complex times.

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SS&C Family Office Services vs SEI's Archway Platform Comparison

You are looking for alternatives to SS&C Family Office Services. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys