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Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 5 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 5 out of 5 stars
design 4 out of 5 stars
support 4.5 out of 5 stars

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What is The Archway Platform?

In the early 2000s, SEI Family Office Services introduced an innovative wealth management platform designed to provide family offices and financial institutions with a more integrated solution compared to fragmented, single-function technology options. This platform, referred to as the Archway Platform, has demonstrated remarkable durability and flexibility, as it simplifies intricate processes through the integration of key accounting, investment data aggregation, and reporting functionalities into a unified system. Built on a strong general ledger, this state-of-the-art technology facilitates the generation of accounting records across a diverse array of business activities, including traditional and alternative investment transactions, cash flows, bill payments, fee assessments, and capital distributions, guaranteeing that accounting, investment, and administrative teams work in harmony within a single interface. Additionally, the Archway Platform's comprehensive reporting features empower users to leverage detailed underlying data to produce extensive and insightful financial reports, thereby enhancing both decision-making and strategic planning. As a result, its thoughtful design not only boosts operational efficiency but also encourages collaboration among different teams, establishing it as an essential tool for professionals in the wealth management sector. Its lasting impact on the industry is a testament to the foresight and dedication of its creators.

What is AlternativeSoft?

Since its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.

Media

Media

Integrations Supported

Babylon
NodeOps

Integrations Supported

Backstop
Bloomberg
Microsoft Excel
Microsoft Power BI
Morningstar
PitchBook
Preqin

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Module based:

Modules include:
Data Universe
Fund Selection
Portfolio Construction
Private Markets
Hedge Funds Due Diligence
Reporting PowerBI
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

SEI Family Office Services

Date Founded

2017

Company Location

United States

Company Website

www.archwaytechnology.net/sei-archway-platform

Company Facts

Organization Name

AlternativeSoft

Date Founded

2005

Company Location

Switzerland, UK, USA

Company Website

www.alternativesoft.com/index.html

Categories and Features

Family Office

Not specified

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Budgeting & Forecasting
General Ledger

General Ledger

Not specified

Hedge Fund

Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics

Wealth Management

Not specified

Categories and Features

Financial Risk Management

Compliance Management
For Hedge Funds
Liquidity Analysis
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Hedge Fund

Compliance Management
Investor Accounting
Investor Reporting
P&L Calculation
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Benchmarking
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Private Equity

Not specified

Wealth Management

Not specified

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