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Provider Type

Technology Providers

Tagline

Total Plan Manager

Founded

1998

Location

United States of America

Verified

Verified

Categories

Data Integration & TransparencyPortfolio Management & AnalyticsPrivate MarketsReporting AutomationTotal Portfolio View

Services

Data AggregationPortfolio AnalyticsBenchmarkingForecastingIndexingAnalyticsSustainability and ClimateReal AssetsPrivate Capital SolutionsClient Reporting

Target Segments

Multi-family officePrivate wealth ownerSingle-family officePrivate wealth ownerIndependent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds

Regions Served

North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal

Client Types

Independent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
SEI – Archway Platform℠
SEI – Archway Platform℠
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Provider Type

Technology Providers

Tagline

Founded

Location

United Kingdom

Verified

Not verified

Categories

AccountingComplianceConsolidated ReportingData AggregationPortfolio Management

Services

Target Segments

Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office

Regions Served

Client Types

Website

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