SEI Family Office Services

HQ Address

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

Website Address

www.archwaytechnology.net/

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Business introduction

The most important financial tools for managing complex wealth in a single place

Find out why SEI Family Office Services and the award-winning Archway Platform℠ have been trusted to handle the accounting, investment data aggregation and financial reporting operations of family offices and financial institutions for 20 years

It began as a small technology start-up in Indianapolis in 2002
Fueled by the desire to build a highly configurable enterprise class fund accounting application for markets underserved by legacy providers, the firm – then known as Archway Technology Partners – found immediate success and challenged the status quo of technology in the wealth management market. The enterprise design combined with a culture focused on exceptional client service was the catalyst that brought about a thriving business driven to satisfy the complex needs of the hundreds of family offices, financial institutions and the ultra-high-net-worth individuals they now serve as clients.

Acquired in 2017 by SEI, Archway became SEI Family Office Services and continues to develop market leading technology and deliver award-winning solutions for some of the largest family offices and financial institutions in the world.

SEI Family Office Services 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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