Solving the diverse and ever-evolving array of client challenges related to the effective management and support of complex wealth is not solely a matter of technology or service alone. SEI couples its enterprise-grade, proprietary Archway PlatformSM with a superior level of client service and support to offer the industry’s only fully-integrated accounting, investment management and reporting solution.

Our comprehensive approach to wealth management software and services addresses the entire range of needs commonly associated with the effective, accurate and efficient management of significant wealth from the back office to the front. Our integrated accounting software adeptly handles partnership and trust accounting, globally-diversified investments, and complex ownership structures alongside consolidated performance reporting, as well as seamlessly supporting critical administrative tasks like bill payment, data reconciliation and document management. All within a single, secure application.

 

How Can Integrated Accounting Software Improve Your Business?

 

Advanced Account Aggregation
Consolidate client data by individual, family, manager or institution to present a complete financial picture.

Automated Data Integrations
Receive updated, reliable financial information using automated daily electronic feeds directly from custodians, prime brokers, banks and pricing sources.

Comprehensive Investment Analytics
Understand benchmark performance, compare models to actuals and assess client exposure and portfolio risk to make smarter investment decisions.

Flexible Document Management
Leverage the integrated document vault for consistent, controlled storage of business records like partnership agreements, brokerage statements and invoices.

Integrated Back-Office Capabilities
Create bills and budgets, write checks, track invoices and apply workflow controls to manage your firm's operations within a single, integrated platform.

Interactive Dashboards
Gain instant access to crucial client performance, asset allocation and account balance information at-a-glance to simplify day-to-day investment activities.

Software-as-a-Service (SaaS) Delivery
Guarantee system availability wherever you have an established Internet connection for always-on access.

Sophisticated Financial Reporting
Produce comprehensive, customized client report packages using any of our 200+ standard reports, available on-demand and generated in an efficient, accurate and timely manner.

Superior Data Security
Ensure clients that their financial information is protected from misuse, theft and disaster using SEI's stringent security and maintenance protocols.

 

 

A simple, integrated enterprise platform with
accounting, investment management and reporting
capabilities of unequalled breadth and uncompromising quality.
 
Technology: Client Portal
The Archway Platform's client portal technology provides a mobile tool for seamlessly communicating holdings, performance, allocation and net worth information to your clients.
Learn how our client portal promotes investor communication 
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 streamlining operations