Archway accounting software

High-net-worth families have an inherent complexity stemming from their unique blueprint of legal entities, ownership structures, tax considerations and investment strategies.

Our solutions are designed to untangle nested ownership, handle sophisticated partnership accounting operations and track intricate capital movements between generations, partnerships, trusts and owners. If you find yourself still using spreadsheets, manually preparing quarterly client reports or struggling to meet the digital reporting demands of the next generation of wealth holders, we know you. The Archway Platform features hundreds of customizable, parameter-driven reports ranging from financial statements to performance, allocation, exposure, risk and activity reports — all of which can be automatically generated, packaged together and sent to your clients in our secure, mobile client portal.

And, yes, you can brand it. We know how important it is to choose the right wealth platform for you and your clients. Let us help you. Start simplifying your back-office operations and delivering the right information to your end-clients through effective and accurate reporting straight out of the Archway Platform.

Schedule a call with our team to tell us about your day-to-day accounting, data aggregation and reporting challenges. Words are great, but you really need to see us in action. Plus, we know a lot of satisfied clients, so we can give you references too. Our expert team of in-house client service professionals will set service-level agreements and stand up the Archway Platform to fit your organization.

We'll configure the tools you need, get your data flowing into the platform, train your team on the solution and support you every step of the way.

The most important financial tools for managing complex wealth in a single place. Family Offices Software and service solutions designed to handle the sophisticated accounting, investment data aggregation and financial reporting operations of multi-generational family offices.

Our client services teams apply their industry experience to achieve scale in your marketing supply chain, deliver continuous process improvements and precise execution to increase your profitability. From FDA compliant facilities to reporting and analytics, our services go beyond standard fulfillment expectations. Whether you need packaging solutions, order fulfillment or replenishment management services, our QA process ensures meticulous organization, tracking, storage and delivery timelines maximizing results and minimizing stress.

Experts at building custom web front-ends for our clients, we create user-friendly portals for Archway services so consumers and staff can get what they need quickly, conveniently and accurately. From updated order status reports to increased inventory visibility, we help you work smarter, not harder. From card manufacturing and signage to Point of Purchase POP digital print solutions, we manage every moving part of your marketing and branded merchandise programs.

Capitalizing on open capacity, leading technologies and sourcing expertise, we deliver unmatched print execution on deadline at exceptional savings. Need consistently branded marketing collateral for a new store opening? From custom displays to food novelties, our procurement solutions drive smarter purchasing decisions and transform your brilliant ideas into successful campaigns.

By ensuring an easy procurement process with positive outcomes, we elevate your management skills. Are merchandise recalls, returns and red tape slowing you down? Use our experts to ship, process, and simplify the experience for you and your customers. Our efficiencies not only save time, they save costs and protect your brand. We provide a home away from home for all types of merchandise, tracking them around the clock to ensure safety and optimal care.

Whether you need FDA compliant facilities, controlled climate, secure or standard storage, we offer the safety, square footage, certifications and regulatory requirements needed for all of your products. We take complex transportation processes and streamline them through a step-by-step workflow that ensures exceptional service, complete visibility and very competitive pricing.

With strategically located facilities across the US and Canada, time to market is materially reduced. Our industry-specific knowledge informs every aspect of Archway service delivery.

Our culture is one of continuous improvement based on evolving technologies, improved processes and client feedback. As a result, our precisely executed workflows and team of experts create an exceptional customer experience for each client.

Learn how family offices and financial institutions are driving towards a more streamlined, enterprise-wide approach to technology.

Discover how the Archway PlatformSM enables clients to optimize and dramatically simplify the operations and reporting of their firm through a single software solution. Discover the questions every investment advisor should be asking as they evaluate whether a wealth management technology is capable of handling portfolio, performance and operational needs.

Discover how to put together a technology proof of concept and what questions to ask as your family office thinks through its technology challenges. Take an inside look at SEI's integrated accounting software platform designed to simplify and optimize the accounting, investment management and reporting operations of family offices and financial institutions through a single, integrated solution.

Evaluate your family office's wealth management technology strategy to ensure internal staff and end-client technology expectations are met. Discover the expertise, planning and effort required to safeguard confidential information along with best practices for Internet use. Discover how the Archway PlatformSM supports the full range of accounting, investment management and reporting needs of family offices. Learn how leading private banks are leveraging SEI's suite of complementary technology solutions and outsourced services to help differentiate and enhance their private wealth offering.

Explore the pitfalls of utilizing Excel as a data tracking and reporting mechanism and discover more efficient, accurate and productive options. Know the questions every accountant in the private wealth industry is asking to measure the breadth of each wealth management solution's capabilities.

Evaluate your family office's alternative investment reporting process and discover new tools to help automate routine reporting operations. Learn how SEI Family Office Services approaches client service and how we help our family office community maximize their investment in our solutions through ongoing support, training and connection.