Archway (SEI) vs Eton Solutions
Comprehensive side-by-side comparison of these family office software platforms
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Archway (SEI)
Wealth platform for UHNW families and advisors
Founded
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Min. Assets
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E
Eton Solutions
Eton Solutions specializes in Accounting, reporting, entity management. Focus areas include Fully integrated family office operations. US, growing in international markets.
Founded
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Min. Assets
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💼 Company Overview
Archway (SEI)
Eton Solutions
Founded
Not specified
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Headquarters
Indianapolis, IN and Denver, CO
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Employee Count
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Customer Count
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💼 Requirements & Pricing
Archway (SEI)
Eton Solutions
Minimum Assets
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Typical Client Size
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Pricing Model
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💼 Core Features
Archway (SEI)
Eton Solutions
Key Features
Integrated General LedgerAutomated Investment Data AggregationComprehensive Financial ReportingAdvanced Account AggregationAutomated Data CollectionComprehensive Asset TrackingSophisticated Financial ReportingAdvanced Investment AnalyticsInteractive Reporting DashboardsCash Management ToolsAccounts Payable ManagementCustomizable Client Report PackagesSupport for Traditional and Alternative InvestmentsBuilt-in Reporting EngineFlexible Deployment Options (In-house, Outsourced, Hybrid)
Portfolio ManagementComprehensive Reporting ToolsCompliance SupportClient Relationship Management (CRM)WealthAI AnalyticsVirtual Family Office CapabilitiesSecure Cloud-Based InfrastructureIntegrated Financial PlanningDocument ManagementRisk Management ToolsExpense ManagementInvestment Performance TrackingMulti-Entity ConsolidationCustomizable DashboardsFinancial Data Aggregation
Use Cases
Automate portfolio reporting for quarterly family meetingsStreamline bill payments and cash managementConsolidate multi-entity financial data for comprehensive analysisManage complex investment portfolios with diverse asset typesAutomate data feeds from multiple custodians and banksGenerate customized client report packages on-demandTrack and report on alternative investmentsFacilitate seamless capital movements between accountsEnhance decision-making with advanced investment analyticsMonitor client portfolio risk and exposure
Automate portfolio reporting for quarterly family meetingsStreamline compliance tracking and documentationEnhance client engagement through integrated CRM toolsConsolidate financial data from multiple entitiesImplement secure document management systemsFacilitate virtual family office operationsOptimize investment performance analysisManage multi-currency transactions and reportingConduct risk assessments with integrated toolsCoordinate multi-generational wealth planning
Integrations
CustodiansPrime BrokersBanksPricing SourcesInvestment Data ProvidersFinancial Market Data Sources
BloombergFactsetCustodial and Banking IntegrationsFinancial Planning ToolsThird-Party CRM SolutionsData Aggregation PlatformsCompliance and Regulatory SystemsAccounting and Tax SoftwareDocument Storage SolutionsInvestment Analytics Platforms
Support Options
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Need Help Choosing?
Family office software selection requires careful consideration of your specific needs and requirements.