Effectively reporting on complex wealth requires not only complete, accurate and timely data, but also a format that meets the unique information needs of families and their advisors. Often, standardized templates do not conform sufficiently to the particular presentation styles and data structures to which they are accustomed and considered critical to their decision-making processes.  To create reports specific to these data reporting needs, firms may employ their IT departments to spend weeks working on add-on modules or technologies to extract information from their databases and construct the customized reporting output desired.
How Can Our Client Portal Promote Investor Communication?
Optimal scalability
Grow your business without questioning whether or not your technology platform can scale with your expanding client and operational requirements.

Extensive portability
Grant clients access to their financial information through a completely white-labeled portal that can be accessed anytime, anywhere from a laptop, tablets or smart phone.

Limitless flexibility
Customize each client's experience to provide specific individual or consolidated views of your ultra-high net worth clients' holdings, performance, risk, allocation and net worth.

Intuitive usability
Designed to deliver a highly-intuitive, interactive user experience, the client portal delivers the full range of complex client data in a graphical, dashboard-style display with drill-through detail.

Future-proof extensibility
Invest in a client portal built upon a technology foundation that is designed to seamlessly serve both today's and tomorrow's needs alike.

Superior data security
Ensure clients that their financial information is protected from misuse, theft and disaster using Archway's stringent security and maintenance protocols.
A feature-rich, next-generation client portal that completely redefines
how you and your clients access, analyze and view
complex financial information via the web.
 
Technology: Integrated Accounting Software
SEI Archway's integrated accounting software solution allows clients to streamline their accounting, investment management and reporting operations through a single technology platform.
Learn how integrated accounting software improves your business 
Topic: Industry Trends
Innovations in Private Wealth Technology & Reporting dives into how leading private wealth management firms are driving towards more streamlined, enterprise-wide technology.
Learn how the private wealth industry is streamling operations