The Archway PlatformSEI Family Office Services 
                        
                        
                     | 
        
        ||||||
Related Products
  | 
            
            ||||||
                
            
            
            About
            Our individual financial institution-branded solution is designed to help our clients stay ahead of the competition by adding convenience to their corporate investors' cash management. We deliver a complete end-to-end investment platform catered to the specific research, order placement, and reporting needs of financial institutions and corporate treasurers. Cachematrix's analysis toolsets provide granular insight, flexible grouping, filtering, and sophisticated modeling capabilities. These capabilities were designed to allow the user to build and maintain a portfolio that meets their specific investment objectives. Our platform provides the ability to quickly and easily conduct multi-instrument batch transactions while allowing administrators to control access, define compliance rules, and authorize user permissions.
             
            
        
         | 
        
        
                
            
            
            About
            In the early 2000s, SEI Family Office Services created a sophisticated, enterprise wealth management platform to give family offices and financial institutions a simpler alternative to disconnected, single-purpose technology solutions. Withstanding the test of time and advancing every step of the way, the Archway Platform makes the complex look simple, unifying the accounting, investment data aggregation and reporting tools you need within a single, integrated platform. Designed on top of a core general ledger, the technology automates the creation of accounting records across dozens of business functions, like traditional and alternative investment transactions, cash movements, bill payments, fee calculations and capital distributions, allowing your accounting, investment and administrative teams to work within the same application. Plus, the Archway Platform's built-in reporting engine allows you to leverage all of the underlying data to produce comprehensive financial reporting.
             
            
        
         | 
        |||||
        
        Platforms Supported
            
                Windows
            
            
         
        
    
        
        
            
                Mac
            
            
         
        
    
        
        
            
                Linux
            
            
         
        
    
        
        
            
                Cloud
            
            
         
        
    
        
        
            
                On-Premises
            
            
         
        
    
        
        
            
                iPhone
            
            
         
        
    
        
        
            
                iPad
            
            
         
        
    
        
        
            
                Android
            
            
         
        
    
        
        
            
                Chromebook
            
            
         
        
    
         | 
        
        
        
        Platforms Supported
            
                Windows
            
            
         
        
    
        
        
            
                Mac
            
            
         
        
    
        
        
            
                Linux
            
            
         
        
    
        
        
            
                Cloud
            
            
         
        
    
        
        
            
                On-Premises
            
            
         
        
    
        
        
            
                iPhone
            
            
         
        
    
        
        
            
                iPad
            
            
         
        
    
        
        
            
                Android
            
            
         
        
    
        
        
            
                Chromebook
            
            
         
        
    
         | 
        |||||
                
            
        
        Audience
        Financial services and investment firms
         
        
    
         | 
        
        
                
            
        
        Audience
        Companies seeking a wealth management solution designed to give a 360-degree view of their client’s wealth
         
        
    
         | 
        |||||
                
            
        
        Support
            
                Phone Support
            
            
         
        
    
        
        
            
                24/7 Live Support
            
            
         
        
    
        
        
            
                Online
            
            
         
        
    
         | 
        
        
                
            
        
        Support
            
                Phone Support
            
            
         
        
    
        
        
            
                24/7 Live Support
            
            
         
        
    
        
        
            
                Online
            
            
         
        
    
         | 
        |||||
                
            
        
        API
            
                Offers API
            
            
         
        
    
         | 
        
        
                
            
        
        API
            
                Offers API
            
            
         
        
    
         | 
        |||||
                
            
        
        Screenshots and Videos | 
        
        
                
            
        
        Screenshots and Videos | 
        |||||
                
            
        
        Pricing
        No information available.
        
        
     
    
    
        
        
            
                Free Version
            
            
         
        
    
        
        
            
                Free Trial
            
            
         
        
    
         | 
        
        
                
            
        
        Pricing
        No information available.
        
        
     
    
    
        
        
            
                Free Version
            
            
         
        
    
        
        
            
                Free Trial
            
            
         
        
    
         | 
        |||||
                
            
        
    
        
Reviews/
         | 
        
        
                
            
        
    
        
Reviews/
         | 
        |||||
                
            
        
        Training
            
                Documentation
            
            
         
        
    
        
        
            
                Webinars
            
            
         
        
    
        
        
            
                Live Online
            
            
         
        
    
        
        
            
                In Person
            
            
         
        
    
         | 
        
        
                
            
        
        Training
            
                Documentation
            
            
         
        
    
        
        
            
                Webinars
            
            
         
        
    
        
        
            
                Live Online
            
            
         
        
    
        
        
            
                In Person
            
            
         
        
    
         | 
        |||||
                
            
        
        Company InformationCachematrix 
    
    Founded: 2003 
    
    United States 
    www.cachematrix.com/our-platform 
         | 
        
        
                
            
        
        Company InformationSEI Family Office Services 
    
    Founded: 2017 
    
    United States 
    www.archwaytechnology.net/sei-archway-platform 
         | 
        |||||
                
            
            
    
        
        
        
            Alternatives | 
        
        
                
            
            
    
        
        
        
            Alternatives | 
        |||||
| 
                
            
            
    
        
        
        
        
             | 
        
        
                
            
            
    
        
        
        
        
             | 
        |||||
| 
                
            
            
    
        
        
        
        
             | 
        ||||||
| 
                
            
            
    
        
        
        
        
             | 
        ||||||
| 
                
            
            
    
        
        
        
        
             | 
        
        ||||||
                
            
        
    
        Categories | 
        
        
                
            
        
    
        Categories | 
        |||||
                
            
        
    
        
            
            
                
                Investment Management Features
            
                Accounting Management
            
            
         
        
    
        
        
            
                Benchmarking
            
            
         
        
    
        
        
            
                Bonds / Stocks
            
            
         
        
    
        
        
            
                Client Management
            
            
         
        
    
        
        
            
                Commodities
            
            
         
        
    
        
        
            
                Compliance Reporting
            
            
         
        
    
        
        
            
                Data Import / Export
            
            
         
        
    
        
        
            
                For Investment Advisors
            
            
         
        
    
        
        
            
                For Investors & Traders
            
            
         
        
    
        
        
            
                Fund Management
            
            
         
        
    
        
        
            
                Modeling & Simulation
            
            
         
        
    
        
        
            
                Payroll & Commissions
            
            
         
        
    
        
        
            
                Performance Metrics
            
            
         
        
    
        
        
            
                Portfolio Management
            
            
         
        
    
        
        
            
                Risk Management
            
            
         
        
    
                    Fund Accounting Features
            
                Accounts Payable 
            
            
         
        
    
        
        
            
                Accounts Receivable
            
            
         
        
    
        
        
            
                Activity Tracking
            
            
         
        
    
        
        
            
                Asset Management
            
            
         
        
    
        
        
            
                Bank Reconciliation
            
            
         
        
    
        
        
            
                Budgeting & Forecasting
            
            
         
        
    
        
        
            
                Compliance Management
            
            
         
        
    
        
        
            
                Donor Management
            
            
         
        
    
        
        
            
                General Ledger
            
            
         
        
    
        
        
            
                Partnership Accounting
            
            
         
        
    
        
        
            
                Purchasing & Receiving
            
            
         
        
    
                    Hedge Fund Features
            
                Compliance Management
            
            
         
        
    
        
        
            
                Contact Management
            
            
         
        
    
        
        
            
                Investor Accounting
            
            
         
        
    
        
        
            
                Investor Reporting
            
            
         
        
    
        
        
            
                P&L Calculation
            
            
         
        
    
        
        
            
                Partnership Accounting
            
            
         
        
    
        
        
            
                Performance Analysis
            
            
         
        
    
        
        
            
                Portfolio Analysis
            
            
         
        
    
        
        
            
                Portfolio Management
            
            
         
        
    
                     | 
        ||||||
| 
                
            
        
    
     | 
        
        
                
            
        
    
     |