Resource Library


Videos

SEI Archway Solutions Overview

SEI Archway Solutions Overview

Discover how SEI Archway has helped family offices and financial institutions simplify the management of complex ultra-high-net-worth wealth for more than 15 years
Download >>
Integrated Accounting Software Overview Demo

Integrated Accounting Software Overview Demo

Take an inside look at SEI Archway's integrated accounting software platform designed to simplify and optimize the accounting, investment management and reporting operations of family offices and financial institutions through a single, integrated solution
Download >>

White Papers

Innovations in Private Wealth Technology & Reporting

Innovations in Private Wealth Technology & Reporting

Learn how private wealth firms are driving towards a more streamlined, enterprise-wide approach to technology
Download >>
Internet Security for Family Offices: 10 Steps to Protect Online Information

Internet Security for Family Offices: 10 Steps to Protect Online Information

Discover the expertise, planning and effort required to safeguard confidential information along with best practices for Internet use 
Download >>
Form PF: Decoding the Mystery

Form PF: Decoding the Mystery

Learn more about Form PF and its various sections to become aware of the completion requirements and deadlines 
Download >>
Optimize the Creation of Performance Reporting

Optimize the Creation of Performance Reporting

Learn how to determine what type of reporting information is most valuable to investors based on their roles and responsibilities and why tailoring report creation to the individual user is essential to success
Download >>
The True Definition of Integration

The True Definition of Integration

Discover various aspects of system integration and how a truly integrated solution can have a profound effect on your business
Download >>
Excel is Not a Database

Excel is Not a Database

Explore the pitfalls of utilizing Excel as a data tracking and reporting mechanism and discover more efficient, accurate and productive options
Download >>
Web Hosting vs. Cloud Computing

Web Hosting vs. Cloud Computing

Explore the pros and cons of web hosting versus cloud computing and the critical factors to consider when making the decision of where to host your data
Download >>

Solution Sheets

Integrated Accounting Software Solution Sheet

Integrated Accounting Software

Discover how SEI Archway's integrated accounting software enables clients to optimize and dramatically simplify the operations and reporting of their firm through a single software solution
Download >>
Veridium Client Portal Solution Sheet

Veridium Client Portal

Find out how SEI Archway's client portal can help you communicate more efficiently while transforming your clients’ reporting experience
Download >>
Outsourced Consolidated Reporting

Outsourced Consolidated Reporting

Understand how SEI Archway couples industry-leading technology and unparalleled service to provide the most powerful, unified and independent view of your client’s complete wealth picture
Download >>
Outsourced Bill Payment Service

Outsourced Bill Payment Service

Learn about SEI Archway's bill payment solution for wealthy families and individuals
Download >>
Outsourced Partnership Accounting Service

Outsourced Partnership Accounting Service

Learn how SEI Archway uses highly-specialized knowledge and purpose-built technology to deliver exceptional administration and accurate reporting services for your investment partnerships
Download >>
Family Offices Solution Sheet

Family Offices

Discover how ATWeb supports the full range of accounting, investment management and reporting needs of family offices
Download >>
Private Banks Solution Sheet

Private Banks

Learn how leading private banks are leveraging SEI Archway's suite of complementary technology solutions and outsourced services to help differentiate and enhance their private wealth offering
Download >>
Private Wealth Advisors Solution Sheet

Private Wealth Advisors

Understand how ATWeb helps private wealth firms manage their clients’ data in an accurate, reliable manner
Download >>
Hedge Funds & Fund Administrators Solution Sheet

Alternative Asset Managers

Find out how ATWeb can seamlessly support your fund’s accounting and administration needs
Download >>


Guides

25 Technology Questions: Investment Advisors

25 Technology Questions: Investment Advisors

Discover the questions every investment advisor should be asking as they evaluate whether a wealth management technology is capable of handling portfolio, performance and operational needs
Download >>
50 Technology Questions: Executives

50 Technology Questions: Executives

Know the questions every private wealth executive should be asking as they evaluate wealth management technology

Download >>
50 Technology Questions: Accountants

50 Technology Questions: Accountants

Know the questions every accountant in the private wealth industry is asking to measure the breadth of each wealth management solution's capabilities
Download >>
25 Technology Questions: IT Professionals

25 Technology Questions: IT Professionals

Discover the questions IT professionals in the wealth management industry should be asking to address security protocols, software development practices and hosting providers
Download >>