Our Technology

​OUR TECHNOLOGY

Discover the award-winning technology behind our solutions
 
for family offices and financial institutions


   
Accounting

Accounting

Manage entity books and records for partnerships, trusts, individuals and other legal entities. 
Aggregation

Aggregation

Track investments across accounts, asset classes, custodians, managers and currencies. 
Performance

Performance

Evaluate performance across investments using Money Weighted Return and Time Weighted Total Return.
Reporting

Reporting

Create report packages encompassing financials, allocation, risk and investment positions.
 
 
 


 

News & Events

SEI Family Office Services Recognized as Best Outsourced Service Provider for Family Offices
Posted 3/20/2020
​Read More
2020 FWR Awards
New York, NY | March 18, 2020
​Read More
SEI Family Office Services Formally Announces Upcoming User Interface Enhancements to the Archway PlatformSM
Posted 3/12/2020
​Read More

ALL NEWS


Who Do We Serve?
Family<br />Offices

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.

Learn More
Private Wealth<br />Advisors

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

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<br />Banks

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.

Learn More


 
Access product and industry information through our extensive resource center.  Learn More
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.

 
WATCH DEMO