Ratings and Reviews 0 Ratings

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

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

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

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sage Intacct Reviews & Ratings
    4.3 out of 5 stars 8,791 Ratings
    Company Website for Sage Intacct
  • Xero Reviews & Ratings
    4.4 out of 5 stars 6,132 Ratings
    Company Website for Xero
  • Epicor Financials Reviews & Ratings
    Company Website for Epicor Financials
  • ZenTreasury Reviews & Ratings
    4.9 out of 5 stars 9 Ratings
    Company Website for ZenTreasury
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • SurePayroll Reviews & Ratings
    4.2 out of 5 stars 845 Ratings
    Company Website for SurePayroll
  • Monarch Money Reviews & Ratings
    4.9 out of 5 stars 139,855 Ratings
    Company Website for Monarch Money
  • Odoo Reviews & Ratings
    4.2 out of 5 stars 1,729 Ratings
    Company Website for Odoo
  • Invoice Home Reviews & Ratings
    4.6 out of 5 stars 5,713 Ratings
    Company Website for Invoice Home
  • NaviPlan Reviews & Ratings
    Company Website for NaviPlan

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 Prospero Suite?

Prospero, developed by FINARTIS (previously known as S.A.G.E.), provides an extensive array of solutions designed explicitly for the financial services sector, focusing particularly on family offices and independent asset management. In addition to wealth management, the suite encompasses fund administration and asset management services. This all-encompassing solution addresses every facet of transactional, financial, processing, and reporting needs across the financial industry, effectively bridging the gaps between front-office, middle-office, and back-office operations. By integrating these various functionalities, Prospero ensures a seamless and efficient workflow for financial institutions.

Media

Media

Integrations Supported

Babylon
NodeOps

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$1760/month/user
FINARTIS offers the following 2 licensing options for its systems:
• One-time perpetual license Purchase with yearly maintenance and support contract.
With this option, the system can be installed at your premises and managed by your team. Alternatively, the purchased system can be hosted by us for an additional fee.
• A SaaS (Software as a Service) option includes all the software (Prospero, database, operating system…), infrastructure (servers, network, firewalls and backup capacity) as well as maintenance and support services to run the system and keep it up-to-date for a monthly fee.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Online Training
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

FINARTIS

Date Founded

1986

Company Location

Switzerland

Company Website

www.finartis.com/iam-family-office/

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

Family Office

Not specified

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Investment Management

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

Wealth Management

Not specified

Popular Alternatives

FundCount Reviews & Ratings

FundCount

FundCount Americas

Popular Alternatives

The Archway Platform Reviews & Ratings

The Archway Platform

SEI Family Office Services
Allvue Reviews & Ratings

Allvue

Allvue Systems
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
Prospero Suite Reviews & Ratings

Prospero Suite

FINARTIS
FamilyWealthGuru Reviews & Ratings

FamilyWealthGuru

FACT Software Group