SEI Archway Platform
Technology and services for family offices and financial institutions.
Overview
The SEI Archway Platform is a technology solution designed to meet the complex needs of family offices, private banks, and wealth advisors. It combines portfolio accounting, investment data aggregation, and client reporting into a single, unified platform. The platform is engineered to handle complex ownership structures, multi-asset class portfolios, and alternative investments, providing a complete and accurate picture of a family's or client's wealth.
✨ Key Features
- Consolidated Investment Reporting
- Partnership & General Ledger Accounting
- Investment Data Aggregation
- Bill Pay & Expense Management
- Client Portal
- Outsourced Services
🎯 Key Differentiators
- Combines powerful accounting (general ledger) with investment reporting
- Option for outsourced services, where SEI's team manages the platform for the client
- Long history and deep expertise in the family office space
Unique Value: The SEI Archway Platform provides a complete operational backbone for family offices, integrating sophisticated accounting with investment reporting to manage the entirety of a family's financial life.
🎯 Use Cases (4)
✅ Best For
- Providing consolidated performance reporting across liquid and illiquid assets for a multi-generational family office.
- Managing the general ledger and partnership accounting for complex family investment vehicles.
- Aggregating data from multiple custodians and manual sources to create a single view of wealth.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- General Partner (GP) deal sourcing and pipeline management
- Hedge fund trading and operations
- Venture capital fund administration
🏆 Alternatives
Unlike pure performance reporting tools like Addepar, the Archway Platform has a true general ledger at its core, making it much stronger for the deep accounting needs of family offices. The availability of outsourced services also sets it apart from software-only vendors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All plans tier)
🔒 Compliance & Security
💰 Pricing
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