The Archway Platform

The Archway Platform

SEI Family Office Services
+
+

Related Products

  • ERA EHS Software
    47 Ratings
    Visit Website
  • SBS Banking Platform
    29 Ratings
  • HSI Donesafe
    176 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • gtechna
    19 Ratings
    Visit Website
  • Filejet
    38 Ratings
    Visit Website
  • RXNT
    552 Ratings
    Visit Website
  • DataBuck
    6 Ratings
    Visit Website
  • Folks
    175 Ratings
    Visit Website
  • SMS Storetraffic
    124 Ratings
    Visit Website

About

File your BOI Report quickly and easily with our state-of-the-art software. Designed by licensed attorneys and CPAs, FileForms provides security you can rely on, unmatched support, and solutions tailored to your needs. Effective January 1, 2024, all US and foreign companies that were formed in, or have registered with any of the 50 US states, must comply with new Beneficial Ownership Information (BOI) reporting requirements with the Financial Crimes Enforcement Network (FinCEN), as prescribed by the Corporate Transparency Act (CTA).

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

Businesses interested in a software solution for easily filing BOI reports

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

$199 per year per entity
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FileForms
Founded: 2023
fileforms.com

Company Information

SEI Family Office Services
Founded: 2017
United States
www.archwaytechnology.net/sei-archway-platform

Alternatives

Alternatives

FundCount

FundCount

FundCount Americas
Allvue

Allvue

Allvue Systems
Prospero Suite

Prospero Suite

FINARTIS
Cappitech

Cappitech

S&P Global Market Intelligence
ERA EHS Software

ERA EHS Software

ERA Software Solutions

Categories

Categories

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

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

Integrations

Babylon
NodeOps

Integrations

Babylon
NodeOps
Claim FileForms and update features and information
Claim FileForms and update features and information
Claim The Archway Platform and update features and information
Claim The Archway Platform and update features and information