SS&C Family Office Services vs SEI's Archway Platform Comparison
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SS&C Family Office Services
Category
Consolidated Reporting
America's SS&C Family Office Services, delivers fully-integrated multi-currency portfolio management, financial and partnership accounting solutions to single and multi-family offices to serve their complex needs. Their software eliminates the cost, risk and time of integrating disparate systems.
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Developed in the USA, SEI's Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions. SEI's platform efficiently handles complex partnerships, portfolios, and corporate accounting alongside investment management and multi-asset class data aggregation.
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Employees
- 500+
Revenue
- $4.6 million
Founded
- 1986
Ownership
-
Incorporated
- United States of America
Locations
- Windsor
- Hong Kong
- Dubai
- Singapore
Top 5 Markets
- States of America
- United Kingdom
- Canada
- Ireland
- Hong Kong
Total AUM
- $2.6 trillion
Avg. AUM per client
- $1.2 billion
Client
Focus
- Single-family offices
Serves also
- Individual wealth owners
- Multi-family offices
Number
- 18,000
Product
Main tasks
- Accounting
- Consolidated reporting
- Governance
- Portfolio management
- Data aggregation
Top features
- Fully integrated, multi-currency portfolio management
- Integrated reporting for multi-tiered ownership structures
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance
-
Whitelabel
Yes
Technology
Type Of Software
- SaaS
- Serviced software
Security
-
Ecosystem
- Microsoft
- SAP
- Java
- Adobe
Integrations
-
Mobile App
No