SEI Archway Enhances Client Reporting Through Latest Release

March 2018 > SEI Archway Enhances Client Reporting Through Latest Release

SEI Archway Enhances Client Reporting Through Latest Release

Posted: 3/06/2018

INDIANAPOLIS, March 6, 2018 – SEI Archway, an Indianapolis-based provider of technology and technology-enabled services to the private wealth industry, released its first round of product enhancements for the year including new functionality designed to deliver greater operational efficiency and more comprehensive investment insight.

“As we continue down a path of innovation, product development continues to be a major focus within our organization,” said Ryan Laughon, President of SEI Archway. “We are excited to be able to bring these new and enhanced features to market based on a combination of feedback from our clients along with internal analysis of operational and reporting trends among the broader private wealth management community. Designed to improve the client reporting experience, our latest upgrade further expands our existing report suite and provides upgrades to the speed and quality of the platform’s reporting capabilities.”

The upgrade introduces several new report options including enriched risk attributes and fixed income analytics as well as administrative updates to current reporting functionality. Additional features include enhanced user permissions, streamlined investor activity transfer capabilities and improved tool tips throughout the platform.

ABOUT SEI ARCHWAY
SEI Archway is a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, private wealth advisors and fund administrators. SEI Archway’s primary objective is to help private wealth management firms better serve their ultra-high-net-worth clients through a single, integrated technology offering.

SEI Archway’s proprietary software solution is designed to efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. Clients can choose to operate the web-hosted technology platform themselves through a software-as-a-service deployment or leverage SEI Archway’s high-touch client service team for fully outsourced consolidated investment reporting, bill payment and partnership accounting services.

Founded in 2002 as Archway Technology Partners, the firm was acquired in July 2017 by SEI, forming what is now known as SEI Archway.

ABOUT SEI
SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2017, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $861 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $337 billion in assets under management and $518 billion in client assets under administration. For more information, visit seic.com.