INDIANAPOLIS, November 14, 2017 – SEI Archway, an Indianapolis-based provider of technology and technology-enabled services to the private wealth industry, announced the latest round of product upgrades to the firm’s technology solution suite including its flagship ATWeb platform as well as its Veridium client portal. The latest software upgrade focused on enhancing the user interface (UI) and improving operational efficiency across both the ATWeb and Veridium platforms as well as introducing new data aggregation and reporting features.
“SEI Archway has long held the belief that in order to be a leader in the marketplace, our product and service solutions should constantly be enhanced and improved upon,” said Ryan Laughon, President of SEI Archway. “Through this software upgrade we were able to deliver a number of important enhancements designed to improve the user experience for our clients. The upgrade highlights our proactive approach towards building solutions that further enrich our technology platform.”
Revamped UI/UX
As a major component of the release, SEI Archway overhauled the existing UI and site navigation within ATWeb in pursuit of a better working experience for users. The firm revealed a sleek, modern platform aesthetic including a new color palette and contemporary iconography alongside the redesigned navigation construct. Designed to create efficiency, the newly released sidebar navigation menu allows users to actively move about the system and easily toggle between entities and functional modules. Users can preserve frequently visited locations and quickly select menu options using adaptive menus and smart filtering capabilities. As a result, users will enjoy a more customized, accessible and intuitive user experience.
Improved Dashboard Reporting Capabilities
The Veridium client portal saw the introduction of a new reporting feature that allows end users to configure a customized dashboard containing a variety of available inserts (“widgets”). The new dashboard feature further exemplifies the application’s inherently flexible design and enables family offices and institutional advisors to deliver a personalized user experience for the end client. This enhancement not only offers further customization based on the user’s preferences but also serves as the framework for providing end users with a more detailed and enhanced snapshot into their total wealth picture.
Additional enhancements include the release of several new electronic data feeds with domestic and foreign financial institutions as well as streamlined reporting capabilities and additional report delivery options.
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 fund administrators. 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.
About SEI
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 September 30, 2017, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $845 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $325 billion in assets under management and $516 billion in client assets under administration. For more information, visit seic.com.
