Wealth Management Technology and Outsourced Service Solutions.

Archway Platform delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families and individuals better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation.
SEI
2003
United States
1 Industry
1 Language
Industries
  • Investment-management
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Web-based
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Whitepapers

Media

Archway Platform

Archway Platform Core Features

Focus of Investment Management Feature
  • Accounting Management
  • Benchmarking
  • Client Portal
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
Focus of Stock Portfolio Management Feature
  • Client Management
  • Data Warehousing
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis
Focus of Wealth Management Feature
  • Accounting Management
  • Asset Reporting
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management

Archway Platform Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based

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