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Consolidate investment management and reporting with an integrated solution
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Private Wealth Advisors
Comprehensive, scalable wealth management platform for efficiently tracking, managing and reporting on client assets.
Private wealth advisors rely on efficient and accurate portfolio management tools to attract and retain investors. SEI Archway's integrated accounting software provides an innovative technology solution that increases operational efficiency and differentiates firms from their competition. From a client portal that supports investment analysis and reporting to back-office functionality that improves aggregation, reconciliation and reporting, our technology platform helps firms manage their clients' data in an accurate, reliable manner.
KEY BENEFITS
Consolidate Investment Management and Reporting
Our software provides a sophisticated set of tools that track, aggregate and report on a wide variety of both public and private investment vehicles. As a single, integrated investment management and reporting solution, the platform replaces a variety of stand-alone applications that many firms use to support their day-to-day operations and client reporting. It is a scalable platform designed to handle the operational demands of today's sophisticated investment advisory firms.
Manage Data Efficiently
Accurate, timely data is critical to any investment advisory firm’s long-term success. Our technology platform delivers automatic integrations to third-party data providers to ensure that your clients’ data is available when and where you need it. Automatic NAV calculations, modeling and rebalancing tools and flexible asset classes allow firms to efficiently manage their clients’ diverse portfolios and holdings.
HIGHLIGHTED CAPABILITIES
Investment Management
Automatic integrations with banks, brokers, custodians and pricing sources
Daily position, transaction and performance information
Data aggregation at both the household and individual client levels
Modeling and rebalancing functionality
Processing for multiple asset classes including marketable securities, alternatives and personal assets
Operations
Client fee billing
Fully-integrated general ledger
Multi-currency capabilities
Pooled investment and portfolio accounting
Position, trade and cash reconciliation
Reporting
Batch reporting and report scheduling for client report packages
Client portal available 24/7/365
Manager, asset class and security-level performance reporting
More than 180 standard reports in PDF and Excel formats
Net worth, asset allocation and performance reporting for both individual clients and households
Portfolio appraisal & risk reporting
Synthetic and industry standard benchmarks with comparisons to strategies, managers and individual securities
When I tell people we have almost 2,000 accounts on the platform and take in data from 15+ systems of record daily, they are amazed. ATWeb is far more capable than any other software I have seen!
- Vice President, RIA
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INDIANAPOLIS • DENVER •
NEW YORK
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866.775.9994