SEI

SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-networth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting ...read more
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Our Products

We bring together complex accounting and investment detail to deliver comprehensive financial reporting for you and your clients

The Archway Platform is a powerful tool that gives you even more powerful financial insights. From effortless recordkeeping using the platform's integrated general ledger and sophisticated partnership accounting capabilities to account aggregation and investment performance, our technology-backed solutions help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients. Use the technology in-house or partner with our team to operate the tools for you – either way, the solution is simple and the reporting is accurate.

 

 

What core services do you provide for your average client profile?: 

Info

Data as of: 
Friday, June 11, 2021
Year Established: 
2021
Company Materials

Contact

Chelsea Francis
Director of Marketing
317-819-5513

Headquarters

Headquarters: 
8888 Keystone Crossing
Suite 1400
Indianapolis  Indiana  46240
United States