Archway (SEI)
Archway Family Office Services, a division of the Archway Group, offers a comprehensive wealth management technology solution designed to streamline the complex operations of family offices and financial institutions. Originally established in the early 2000s, the Archway Platform has evolved to integrate accounting, investment management, and reporting into a single, cohesive system. This platform addresses the challenges of fragmented technology solutions by offering a unified approach that simplifies the management of complex wealth structures.
The platform is built upon a robust general ledger, automating the creation of accounting records across various business functions. These include transactions in traditional and alternative investments, cash movements, bill payments, fee calculations, and capital distributions. This integration allows accounting, investment, and administrative teams to operate within a single application, improving collaboration and efficiency.
Key features of the Archway Platform include automated investment data aggregation and comprehensive financial reporting capabilities. The system supports a wide range of assets and financial activities, enabling users to produce detailed reports across entities, portfolios, managers, currencies, and investments. This functionality is bolstered by a reporting engine that leverages underlying data for insightful financial analysis.
Archway's client base includes family offices, private banks, private wealth advisors, and alternative asset managers, with solutions tailored to meet the specific needs of each. The platform is supported by strategic partnerships with custodians, prime brokers, banks, and pricing sources, ensuring reliable and up-to-date data flows. Archway offers both in-house and outsourced service models, providing clients with the flexibility to select the arrangement that best suits their operational needs.
Technically, the Archway Platform is capable of integrating with various data sources, offering automated, direct data feeds for seamless transaction and investment management. Its flexible deployment options include in-house, outsourced, or hybrid models, allowing firms to choose a setup that aligns with their resources and strategic objectives.
Key Features
The Archway Platform offers a comprehensive suite of tools designed to meet the complex needs of family offices and financial institutions. Its core capabilities focus on unifying accounting, investment data aggregation, and reporting functions into a single, integrated system. Designed to be used in-house, outsourced, or in a hybrid model, the platform provides flexible deployment options to accommodate diverse organizational needs.
- Integrated General Ledger
- Automated Investment Data Aggregation
- Comprehensive Financial Reporting
- Advanced Account Aggregation
- Automated Data Collection
- Comprehensive Asset Tracking
- Sophisticated Financial Reporting
- Advanced Investment Analytics
- Interactive Reporting Dashboards
- Cash Management Tools
- Accounts Payable Management
- Customizable Client Report Packages
- Support for Traditional and Alternative Investments
- Built-in Reporting Engine
- Flexible Deployment Options (In-house, Outsourced, Hybrid)
Use Cases
The Archway Platform is designed to enhance the operational efficiency of family offices, private banks, and wealth managers. It enables these organizations to streamline accounting, investment, and reporting operations, thereby improving decision-making and client service delivery. Whether used by single-family offices or multi-family offices, the platform supports a range of workflows that enhance financial management and client reporting.
- Automate portfolio reporting for quarterly family meetings
- Streamline bill payments and cash management
- Consolidate multi-entity financial data for comprehensive analysis
- Manage complex investment portfolios with diverse asset types
- Automate data feeds from multiple custodians and banks
- Generate customized client report packages on-demand
- Track and report on alternative investments
- Facilitate seamless capital movements between accounts
- Enhance decision-making with advanced investment analytics
- Monitor client portfolio risk and exposure
Integrations
The Archway Platform offers extensive integration capabilities, supporting seamless connectivity with a variety of financial data sources. Through automated data feeds and an open API, the platform ensures reliable and accurate data collection from custodians, banks, and other financial institutions, enhancing data-driven decision-making.
- Custodians
- Prime Brokers
- Banks
- Pricing Sources
- Investment Data Providers
- Financial Market Data Sources
Related Family Office Software
Related Resources
- Frequently Asked Questions
- Family Office Glossary
- Family Office Services
- Types of Family Offices
- Latest Family Office News
- What is a Multi-Family Office?
- Single Family Office Guide
- Wealth Management Services
- Estate Planning Services
- Tax Strategy Services
- Portfolio Management
- Family Governance
- Administrative Services
- Family Office vs Wealth Management
- Family Office Costs
- Minimum Net Worth Requirements
- Single Family Office Definition
- Multi-Family Office Definition
- Assets Under Management
- Ultra High Net Worth
- Alternative Investments
- Philanthropy & Foundations
- Technology & Cybersecurity
- Lifestyle & Concierge Services
- Personal Security Services
- Regulatory Compliance
- Financial Administration
- Impact & ESG Investing
- Liquidity Planning
- Conflict Resolution & Mediation
- Lifestyle Management
- Trust & Estate Structuring
- Consolidated Reporting
- Next-Gen Leadership Development
- Entity & Legal Structure Management
- Vendor & Service Provider Oversight
- Health & Wellness Services
- Single vs Multi-Family Office
- Family Office Services Explained
- How to Choose a Family Office
- Multi-Family Office Structure
- Family Governance Definition
- Alternative Investments Guide