Resource Library
A collection of resources designed to help you make a better, more informed financial technology decision
Solving the diverse and ever-evolving array of client challenges related to the effective management and support of complex wealth is not solely a matter of technology or service alone. SEI Family Office Services delivers award-winning technology coupled with a superior level of client service and support to offer a fully-integrated accounting, investment management and reporting solution.
Take a tour of the Archway Platform℠ to discover how our comprehensive wealth management solutions can help you simplify and optimize the accounting, investment management and reporting operations of your firm.
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SEI Family Office Services Solutions Overview
Discover how SEI Family Office Services has helped family offices and financial institutions simplify the management of complex ultra-high-net-worth wealth
Innovations in Private Wealth Technology & Reporting
Learn how family offices and financial institutions are driving towards a more streamlined, enterprise-wide approach to technology
Integrated Accounting Software
Discover how the Archway PlatformSM enables clients to optimize and dramatically simplify the operations and reporting of their firm through a single software solution
25 Technology Questions: Investment Advisors
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
Family Office Tech Evaluation: Building a Successful Proof of Concept
Discover how to put together a technology proof of concept and what questions to ask as your family office thinks through its technology challenges
Archway Platform Overview Demo
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
Family Office WealthTech Strategy Evaluation
Evaluate your family office's wealth management technology strategy to ensure internal staff and end-client technology expectations are met
Internet Security for Family Offices: 10 Steps to Protect Online Information
Discover the expertise, planning and effort required to safeguard confidential information along with best practices for Internet use
Family Offices
Discover how the Archway PlatformSM supports the full range of accounting, investment management and reporting needs of family offices
Private Banks
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
Excel Is Not a Database
Explore the pitfalls of utilizing Excel as a data tracking and reporting mechanism and discover more efficient, accurate and productive options
Mobile Client Portal
Find out how SEI's client portal can help you communicate more efficiently while transforming your clients’ reporting experience
Consolidated Investment Reporting Service
Understand how SEI Family Office Services couples industry-leading technology and unparalleled service to provide the most powerful, unified and independent view of your client’s complete wealth picture
Personal Expense Management Service
Learn about our bill payment solution for wealthy families and individuals
50 Technology Questions: Accountants
Know the questions every accountant in the private wealth industry is asking to measure the breadth of each wealth management solution's capabilities
Family Office Alternative Investment Reporting Process Evaluation
Evaluate your family office's alternative investment reporting process and discover new tools to help automate routine reporting operations
Our Commitment to Exceptional Client Service
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.
The True Definition of Integration
Discover various aspects of system integration and how a truly integrated solution can have a profound effect on your business
50 Technology Questions: Executives
Know the questions every private wealth executive should be asking as they evaluate wealth management technology
Partnership Administration Service
Learn how SEI Family Office Services uses highly-specialized knowledge and purpose-built technology to deliver exceptional administration and accurate reporting services for your investment partnerships
Our Perspective: A Relentless Development Philosophy
Explores the Relentless Development Philosophy that has helped guide the evolution of the Archway Platform℠ over the past two decades and where it will take SEI Family Office Services in 2021 and beyond
Private Wealth Advisors
Understand how the Archway PlatformSM helps private wealth advisors manage their clients’ data in an accurate, reliable manner
25 Technology Questions: IT Professionals
Discover the questions IT professionals in the wealth management industry should be asking to address security protocols, software development practices and hosting providers
Optimize the Creation of Performance Reporting
Learn how to determine what type of reporting information is most valuable to investors based on their roles and responsibilities and why tailoring report creation to the individual user is essential to success
Web Hosting VS. Cloud Computing
Explore the pros and cons of web hosting versus cloud computing and the critical factors to consider when making the decision of where to host your data
Alternative Asset Managers
Find out how the tools within the Archway PlatformSM can seamlessly support your fund’s accounting and administration needs
Family Office Year-End Strategic Evaluation
Evaluate your family office's strategy heading into the new year
The 5 Dos and Don'ts of Client Reporting for High-Net-Worth Families
Discover five core high-net-worth client reporting best practices