SEI Archway Launches Latest Version of Product Suite

Dec 3, 2018

INDIANAPOLIS, December 3, 2018 – SEI Archway, an Indianapolis-based provider of technology and technology-enabled services to family offices and financial institutions, released ATWeb v6.1 as the firm’s largest software upgrade of the year.

On the heels of three prior upgrades in 2018, this latest roll-out reinforced SEI Archway’s commitment to enhancing the operational efficiencies and reporting capabilities across the platform. More specifically, the newly released reporting features focused on broadening the platform’s alternative investment and fixed income reporting content. Reporting enhancements include fixed income distribution charts and client contribution and withdrawal history tables, hedge fund investment summaries and private equity overviews. Additional reporting enhancements introduced new risk metrics including Beta, Alpha, R-Squared, Correlation, Up Capture, Down Capture and Tracking Error as well as new reporting dashboards within the platform’s end-client portal.

The upgrade also included improvements to ATWeb’s general navigation and search capabilities and enhancements to more than 15 data input tools.

“Based on a variety of client and market feedback, our most recent product upgrade was designed to help family offices and financial institutions operate more efficiently and deliver enhanced reporting to their end-clients,” said Ryan Laughon, President of SEI Archway. “This release underscores SEI Archway’s mission to evolve and grow our technology solution in a manner that provides our users with new tools and reporting options that help leverage the overall power of our platform.”

About SEI Archway
SEI Archway is a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, private wealth advisors and alternative asset managers. SEI Archway’s primary objective is to help private wealth management firms better serve their ultra-high-net-worth clients through a single, integrated technology offering.

SEI Archway’s proprietary software solution is designed to efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. Clients can choose to operate the web-hosted technology platform themselves through a software-as-a-service deployment or leverage SEI Archway’s high-touch client service team for fully outsourced consolidated investment reporting, bill payment and partnership accounting services.

Founded in 2002 as Archway Technology Partners, the firm was acquired in July 2017 by SEI, forming SEI Archway.

About SEI
Now in its 50th year of business, SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of Sept. 30, 2018, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $920 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $339 billion in assets under management and $576 billion in client assets under administration. For more information, visit seic.com.

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SEI Family Office Services

SEI Family Office Services