SEI Archway

HQ Address

8888 Keystone Crossing, Suite 1400, Indianapolis, IN 46240, United States

Website Address

www.archwaytechnology.net

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Business introduction

A company built from the ground up

SEI Family Office Services 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.

As of December 31, 2019, SEI Family Office Services has $350 billion in assets on platform. About SEI After 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.

As of Dec. 31, 2019, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $1 trillion in hedge, private equity, mutual fund and pooled or separately managed assets, including $352 billion in assets under management and $683 billion in client assets under administration.

SEI Archway Solutions

Bill Payment

Wealthy families typically work with an extensive list of merchants and vendors resulting in a myriad of day-to-day, month-to-month, annual and one-time expenses. From simple utility and credit card bills to household staff, professional services and investment funding requests, wealthy families usually have a complex series of banking activities and......

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Client Portal

SEI Archway's client portal is built with multiple layers of technology and services that make it a robust engine for complex, end-client reporting. Using the data housed in ATWeb, the platform’s foundation sets the stage for a profoundly secure and highly-interactive user experience. As a result, the Veridium client portal......

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Integrated Accounting Software

Solving the diverse and ever-evolving array of client challenges related to the effective management and support of complex wealth is not solely a matter of technology or service alone. SEI Archway couples enterprise-grade, proprietary, state-of-the-art technology with a superior level of client service and support to offer the industry’s only fully-integrated accounting, investment management and reporting solution. Our......

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Outsourced Consolidated Reporting

Today's ultra-high net worth investors demand reliability, elegance and — above all — accuracy in their investment reporting. As a result, leading private banks and financial institutions have partnered with SEI Archway to provide a suite of integrated technology solutions and outsourced services designed to help clearly differentiate and enhance......

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Partnership Accounting

One of the significant challenges faced by wealthy families is how to efficiently deploy their capital. In an effort to centralize and streamline the investment process, many wealthy families utilize partnerships or other pooled investment structures. Alongside the gains in efficiency and opportunity, family partnerships can also pose significant challenges of......

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