

ATWeb
Accounting and reporting platform for family offices, funds and private banks, from the Archway business
- Data Warehousing
- Business Hours
- In Person
- Web-Based, Cloud, SaaS
- +24 more

About ATWeb
ATWeb is linked to the Archway Platform, which family offices and financial institutions use for accounting, investment data aggregation and reporting. Archway describes a single general ledger as the book of record behind everything it produces.
What ATWeb offers
- General ledger and partnership accounting — records every entity, asset and investor on one set of books.
- Data aggregation — pulls investment information together across accounts.
- Client reporting — performance, allocation and look-through entity reports, delivered under the customer's own brand on mobile, tablet or desktop.
- Outsourced operation — Archway accountants can run bookkeeping, payments, reporting and the client portal for a family.
- Fund accounting — investor reporting and administration for funds and fund administrators.
Who it works with
Single and multi-generational family offices, private banks, wealth advisers and funds.
Key facts
- Operating since: 2002
- Related group: SEI Family Office Services
Profile written by TrustList from the business's own published information, Oct 2026.
Gallery
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Categories & features
- Data Warehousing
- Business Hours
- In Person
- Web-Based, Cloud, SaaS
- Portfolio Analysis
- P&L Calculation
- Investor Reporting
- Investor Accounting
- Commodity Futures
- Modeling & Simulation
- Portfolio Rebalancing
- Portfolio Accounting
- For Investment Advisors
- Partnership Accounting
- Risk Management
- Performance Analysis
- Activity Tracking
- Portfolio Management
- Asset Management
- General Ledger
- Accounts Payable
- Accounts Receivable
- Client Portal
- Budgeting & Forecasting
- Performance Metrics
- Order Management
- Billing & Invoicing
- Benchmarking
Rankings
- Stock portfolio management software › Portfolio rebalancing#2
- Stock portfolio management software › Portfolio accounting#2
- Stock portfolio management software › For investment advisors#3
- Stock portfolio management software › Risk management#3
- Stock portfolio management software › Web based cloud saas#3
- Accounts receivable software#12
- Risk management software#24
As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.
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