Audience

Companies seeking a wealth management solution designed to give a 360-degree view of their client’s wealth

About The Archway Platform

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.

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Integrations

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Ratings/Reviews

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Company Information

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

Videos and Screen Captures

The Archway Platform Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
In Person
Support
Phone Support
Online

The Archway Platform Frequently Asked Questions

Q: What kinds of users and organization types does The Archway Platform work with?
Q: What languages does The Archway Platform support in their product?
Q: What kind of support options does The Archway Platform offer?
Q: What other applications or services does The Archway Platform integrate with?
Q: What type of training does The Archway Platform provide?

The Archway Platform Product Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Budgeting & Forecasting
General Ledger
Bank Reconciliation
Compliance Management
Donor Management
Partnership Accounting
Purchasing & Receiving

Hedge Fund

Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Compliance Management
Contact Management

Investment Management

Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Accounting Management
Client Management
Commodities
Fund Management
Payroll & Commissions
Portfolio Management
Risk Management