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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 Centerprise EMS?

The Centerprise Enterprise Management System (EMS) serves as a holistic platform specifically designed for companies within the alternative asset management industry. It integrates a variety of capabilities, including order and execution management, real-time and historical profit and loss analytics, performance attribution, market risk evaluation, compliance oversight, and commission management, all functioning in unison to offer a cohesive business solution. Designed with a focus on integration while allowing for tailored adjustments to meet individual client requirements, EMS is ideally suited for both nascent hedge funds and established alternative investment firms. Each functional area draws from a common data repository, facilitating seamless transitions between real-time and historical data analysis. This comprehensive integration not only enhances operational efficiency but also reduces costs and lessens operational risks, thereby improving the overall efficacy of asset management processes. Moreover, EMS equips firms with powerful analytical tools that enable them to make well-informed strategic choices, ultimately driving greater success in their investment endeavors. With its emphasis on flexibility and user-centric design, EMS stands out as an essential asset for firms looking to thrive in a competitive market.

Media

Media

Integrations Supported

Babylon
NodeOps

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
On-Site Training

Training Options

Not specified

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

Centerprise Services

Company Website

www.centerprise.com

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

Hedge Fund

Not specified

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