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
Company Information
SEI Family Office Services
Founded: 2017
United States
www.archwaytechnology.net/sei-archway-platform
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
In Person
Support
Phone Support
Online
The Archway Platform Frequently Asked Questions
The Archway Platform Product Features
Fund Accounting
Accounts Payable
Supported
Accounts Receivable
Supported
Activity Tracking
Supported
Asset Management
Supported
Budgeting & Forecasting
Supported
General Ledger
Supported
Bank Reconciliation
Not Supported
Compliance Management
Not Supported
Donor Management
Not Supported
Partnership Accounting
Not Supported
Purchasing & Receiving
Not Supported
Hedge Fund
Investor Accounting
Supported
Investor Reporting
Supported
P&L Calculation
Supported
Partnership Accounting
Supported
Performance Analysis
Supported
Portfolio Analysis
Supported
Portfolio Management
Supported
Compliance Management
Not Supported
Contact Management
Not Supported
Investment Management
Benchmarking
Supported
Bonds / Stocks
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Modeling & Simulation
Supported
Performance Metrics
Supported
Accounting Management
Not Supported
Client Management
Not Supported
Commodities
Not Supported
Fund Management
Not Supported
Payroll & Commissions
Not Supported
Portfolio Management
Not Supported
Risk Management
Not Supported
