The Archway Platform

The Archway Platform

SEI Family Office Services
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors, professional users, and anyone requiring a tool to transform their personal finances into insights

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

$75 per month
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:

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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

Provisian
provisian.com

Company Information

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

Alternatives

NetX360

NetX360

Pershing

Alternatives

FundCount

FundCount

FundCount Americas
MoneyGuidePro

MoneyGuidePro

MoneyGuide
PackHedge™

PackHedge™

FinLab Solutions SA
Prospero

Prospero

FINARTIS

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

Ally Invest
Authorize.Net
Babylon
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
NodeOps
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
ecotime

Integrations

Ally Invest
Authorize.Net
Babylon
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
NodeOps
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
ecotime
Claim Provisian and update features and information
Claim Provisian and update features and information
Claim The Archway Platform and update features and information
Claim The Archway Platform and update features and information