Introduction

The most important financial tools for managing complex wealth in a single place.

Find out why SEI Family Office Services and the award-winning Archway Platform℠ have been trusted to handle the accounting, investment data aggregation and financial reporting operations of family offices and financial institutions for 20 years

Software and service solutions designed to handle the sophisticated accounting, investment data aggregation and financial reporting operations of multi-generational family offices A personalized financial reporting experience for your high-net-worth clients featuring a combination of enterprise-grade technology and high-touch outsourced services Consolidated net worth and investment reporting alongside a versatile suite of concierge services for a scalable, unique service offering for your high-net-worth clients A powerful fund accounting, investor reporting and accounting administration solution for emerging funds and fund administrators featuring purpose-built fund accounting technology *Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.

description

We bring together complex accounting and investment detail to deliver comprehensive financial reporting for you and your clients The Archway Platform is a powerful tool that gives you even more powerful financial insights From effortless recordkeeping using the platform's integrated general ledger and sophisticated partnership accounting capabilities to account aggregation and investment performance, our technology-backed solutions help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients Use the technology in-house or partner with our team to operate the tools for you – either way, the solution is simple and the reporting is accurate

Digital Client Reporting Tool

Why Choose

SEI Family Office Services You need a technology and service partner with a history of solving complex accounting and reporting scenarios for some of the most sophisticated families in the world A partner that’s been there and done that, and continues to advance the frontier for high-net-worth wealth platforms One that wrote the book on integration and found a way for you to enter accounting detail, pay bills, look through layers of ownership, produce financials, measure performance and deliver client reporting – all within a single solution A partner that understands the irrefutable value of dedicated, high-touch client service and believes client retention isn't just a statistic, it's a mission But mostly you need a partner with stability and experience, one that takes the guesswork out of your technology investment

That partner is SEI Family Office Services, home of the award-winning Archway Platform

Learn more about who we are →

Effortlessly Maintain Accounting Detail

The Archway Platform automatically books underlying journal entries to the general ledger So while you’re processing portfolio transactions, gifting securities, moving cash, paying bills and doing all the things in between, the platform’s accounting engine is filing away the accounting detail in your customized chart of accounts to ensure you’re able to produce accurate, honest reporting

Consolidate Assets in One Place

We bring together your client’s accounts and investments, across custodians, managers, asset classes and currencies, for a true net worth picture With their financial information conveniently aggregated under one roof, you can create dynamic, multi-dimensional reporting across a complete data set – and you can forget the days of supplemental spreadsheets and manual consolidations

High-net-worth families have an inherent complexity stemming from their unique blueprint of legal entities, ownership structures, tax considerations and investment strategies Our solutions are designed to untangle nested ownership, handle sophisticated partnership accounting operations and track intricate capital movements between generations, partnerships, trusts and owners The end result is crystal-clear transparency into your client’s true net worth, inclusive of their direct and indirect holdings

Your Reporting, Your Way

If you find yourself still using spreadsheets, manually preparing quarterly client reports or struggling to meet the digital reporting demands of the next generation of wealth holders, we know you The Archway Platform features hundreds of customizable, parameter-driven reports ranging from financial statements to performance, allocation, exposure, risk and activity reports – all of which can be automatically generated, packaged together and sent to your clients in our secure, mobile client portal And, yes, you can brand it

We know how important it is to choose the right wealth platform for you and your clients Let us help you Start simplifying your back-office operations and delivering the right information to your end-clients through effective and accurate reporting straight out of the Archway Platform

Let us get to know you Schedule a call with our team to tell us about your day-to-day accounting, data aggregation and reporting challenges We’ll help you understand how our solutions can relieve some of that pain, describe how other firms like yours are partnering with us today, answer your preliminary questions and let you know what it will take to get started

Let us prove it to you Words are great, but you really need to see us in action We’ll schedule deep-dive demos of our solutions, walk through your specific operational scenarios, introduce you to your future support team and answer the tough questions we know you want to ask us Plus, we know a lot of satisfied clients, so we can give you references too

Let us be your trusted partner If we’re a good fit for one another, we’ll make it official Our expert team of in-house client service professionals will set service-level agreements and stand up the Archway Platform to fit your organization We'll configure the tools you need, get your data flowing into the platform, train your team on the solution and support you every step of the way

Let the Numbers Speak for Themselves

as of 09/30/2022 HNW FAMILIES ON THE ARCHWAY PLATFORM MANAGED OR ADMINISTERED BY SEI BLOG How Consultants Can Help Family Offices PRESS RELEASE SEI’s Archway Platform Adds 20 New Clients and $125 Billion in Assets CHECKLIST Comprehensive Family Office WealthTech Evaluation BLOG Family Office Software Implementations: 5 Common Timeline Delays and How to Prevent Them

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Skills and Features

Business Hours

Data WarehousingPartnership AccountingFor Investment AdvisorsRisk ManagementPortfolio AccountingBenchmarkingPortfolio RebalancingBilling & InvoicingModeling & SimulationOrder ManagementCommodity FuturesPerformance MetricsInvestor AccountingBudgeting & ForecastingInvestor ReportingClient PortalP&L CalculationAccounts ReceivablePortfolio AnalysisAccounts PayableWeb-Based, Cloud, SaaSGeneral LedgerIn PersonAsset ManagementPortfolio ManagementActivity TrackingPerformance Analysis
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