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Wealthworks+
SEI – Archway Platform℠
Provider Type
Technology Providers
Technology Providers
Tagline
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Founded
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Location
United Kingdom
United Kingdom
Verified
Not verified
Not verified
Categories
Consolidated ReportingCRMPortfolio Management
AccountingComplianceConsolidated ReportingData AggregationPortfolio Management
Services
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Target Segments
Independent financial or investment advisorMulti-family officePrivate bankService provider
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
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—
Client Types
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Website
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Provider Type
Technology ProvidersTagline
—Founded
—Location
United KingdomVerified
Not verifiedCategories
Consolidated ReportingCRMPortfolio Management
Services
—Target Segments
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
—Client Types
—Website
—Provider Type
Technology ProvidersTagline
—Founded
—Location
United KingdomVerified
Not verifiedCategories
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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