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Technology and outsourced services designed to simplify the operations of family offices and financial institutions
DISCOVER OUR SOLUTIONS
OUR TECHNOLOGY
Discover the award-winning technology behind our solutions
for family offices and financial institutions
Accounting
Manage entity books and records for partnerships, trusts, individuals and other legal entities.
Aggregation
Track investments across accounts, asset classes, custodians, managers and currencies.
Performance
Evaluate performance across investments using Money Weighted Return and Time Weighted Total Return.
Reporting
Create report packages encompassing financials, allocation, risk and investment positions.
News & Events
SEI Unveils Enhanced User Interface for the Archway Platform
Posted 12/14/2020
Read More
SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Posted 10/27/2020
Read More
ALL NEWS
Who Do We
Serve
?
Family
Offices
As families grow and invest, our solutions help single family offices and multi-family offices support and deliver all of the services associated with managing complex wealth.
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Private Wealth
Advisors
A rapidly growing wealth management segment, private wealth advisors are seeking the proven, efficient, and scalable technology solutions that SEI Archway offers.
Learn More
Alternative Asset Managers
Hedge funds and fund administrators rely upon our integrated investment management, partnership accounting and reporting solution to seamlessly support their operational needs.
Learn More
Private
Banks
Private banks turn to SEI Archway to provide a suite of complementary technology solutions and outsourced services to differentiate their product and maximize client AUM.
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Access product and industry information through our extensive resource center.
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White Paper:
Private Wealth Technology
Explore the general phases of technology evolution and the factors that influence and drive change.
View more white papers >
Knowledge Center:
Financial Reporting
Discover 10 Types of Reports Every Family Office and Financial Institution Should Have in Their Toolkit
View more blog posts >
Guide
:
Technology Due Diligence
Learn best practices for evaluating wealth management technology within your firm.
View more guides >
A single integrated solution
utilized by the investment, accounting, operations and client reporting departments inside of wealth management firms.
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