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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

In the early 2000s, SEI Family Office Services developed an advanced wealth management platform aimed at offering family offices and financial institutions a more cohesive alternative to isolated, single-function technology solutions. This platform, known as the Archway Platform, has proven its longevity and adaptability, simplifying complex processes by integrating essential accounting, investment data aggregation, and reporting tools into one cohesive system. Built upon a robust general ledger, this innovative technology streamlines the generation of accounting records across a wide range of business activities, including both traditional and alternative investment transactions, cash flows, bill payments, fee assessments, and capital distributions, ensuring that your accounting, investment, and administrative teams operate seamlessly within the same interface. Moreover, the built-in reporting capabilities of the Archway Platform enable users to harness detailed underlying data to create thorough and insightful financial reports, enhancing decision-making and strategic planning. Consequently, its design not only improves efficiency but also fosters collaboration among various teams, making it an invaluable asset for those in wealth management.

Description

eXeer is a versatile investment data management solution based on a modular SaaS framework. It empowers investment managers to consolidate, evaluate, and present their investment data, while seamlessly integrating additional data feeds and third-party technologies into their operational framework as required. By supporting the integration of your current technology infrastructure and accommodating new innovations, eXeer helps you develop a customized operating platform that aligns with your specific requirements. You can streamline your data gathering from custodians, alternative investment managers, platforms, and market data providers, which is a fundamental aspect of eXeer and serves as the analytical hub of your investment platform. Our system delivers a 'single source of truth' for your data, with the core analytics engine at the heart of eXeer. Additionally, our comprehensive suite of client engagement tools enhances your in-person interactions through intuitive, flexible, and adaptable communication channels, ensuring that you can effectively meet your clients' needs. By offering these capabilities, eXeer not only optimizes data management but also strengthens client relationships through enhanced engagement strategies.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Babylon
NodeOps

Integrations

Babylon
NodeOps

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SEI Family Office Services

Founded

2017

Country

United States

Website

www.archwaytechnology.net/sei-archway-platform

Vendor Details

Company Name

pointgroup

Country

United Kingdom

Website

pointgroup.io/solution-exeer/

Product Features

Fund Accounting

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

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

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

Product Features

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

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