Archway (SEI) vs Rockit Solutions
Comprehensive side-by-side comparison of these family office software platforms
A
Archway (SEI)
Wealth platform for UHNW families and advisors
Founded
Not specified
Min. Assets
Not specified
R
Rockit Solutions
Family office reporting and accounting platform
Founded
Not specified
Min. Assets
Not specified
💼 Company Overview
Archway (SEI)
Rockit Solutions
Founded
Not specified
Not specified
Headquarters
Indianapolis, IN and Denver, CO
Stamford, CT
Employee Count
Not specified
Not specified
Customer Count
Not specified
Not specified
💼 Requirements & Pricing
Archway (SEI)
Rockit Solutions
Minimum Assets
Not specified
Not specified
Typical Client Size
Not specified
Not specified
Pricing Model
Not specified
Not specified
💼 Core Features
Archway (SEI)
Rockit 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)
Integrated Investment ManagementComprehensive Performance ReportingAccounting and General Ledger IntegrationAlternative Asset ManagementData Validation and ReportingRisk and Compliance ManagementCRM for Family OfficesTax Management SolutionsShadow AccountingFund AdministrationReal-Time Data AccessCustomizable Reporting ToolsMiddle and Back Office Integration
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 meetingsCentralize accounting and tax management for multi-entity structuresStreamline alternative investment tracking and reportingIntegrate CRM tools for better client relationship managementEnhance compliance monitoring and risk managementManage complex fund administration and shadow accounting tasksEnable real-time data access for investment decision-makingCustomize reporting for specific family office needsImprove operational efficiency by reducing system integrationsFacilitate seamless collaboration between internal teams and external partners
Integrations
CustodiansPrime BrokersBanksPricing SourcesInvestment Data ProvidersFinancial Market Data Sources
Bloomberg for financial data integrationFactSet for investment data and analyticsCustodian Banks for streamlined transaction processingCRM platforms for enhanced client managementHedgeTek® for fund administration integrationGeneral Ledger Systems for accounting synchronizationTax Compliance Software for regulatory adherencePerformance Analytics Tools for enhanced reporting
Support Options
None specified
None specified
Need Help Choosing?
Family office software selection requires careful consideration of your specific needs and requirements.