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SEI Unveils Enhanced User Interface for the Archway Platform

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SEI (NASDAQ: SEIC) announced a redesigned user interface (UI) for its Archway Platform℠ on December 14, 2020. The update enhances front-end technology, enabling large-scale innovations and improved user engagement. Key features include a refreshed appearance, branding options, streamlined settings, simplified navigation, and enhanced mobile reporting. The Archway Platform is recognized for its capabilities in family office services, managing $400 billion in assets. The enhancements aim to provide a modern experience while maintaining familiarity, benefiting clients and their end-users.

Positive
  • Redesigned UI significantly improves user engagement and experience.
  • Enhancements include new branding options and improved mobile reporting.
  • Archway Platform manages $400 billion in assets, underscoring its importance.
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INDIANAPOLIS, Dec. 14, 2020 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced a newly redesigned user interface (UI) for the Archway Platform℠. The latest version of the Archway Platform features marked improvements to its underlying front-end technology, enabling the continued roll-out of large-scale innovations that extend the platform's existing capabilities and introduce a diverse range of future features and functionality.

As the next generation of wealth becomes more involved in family office technology selections, SEI Family Office Services determined a new UI as an opportunity to rethink the way the Archway Platform engages its users. Enhancements include an overall refresh of the platform's front-end technology and appearance, the introduction of new branding and personalization options for clients, streamlined favorite and default settings for most-used tools, simplified enterprise and entity navigation selection, and an improved mobile experience for end-client reporting.

"We are thrilled to share the continued investments we make in delivering features, functionality and UI enhancements that enrich the user experience within the Archway Platform," said Paul Freeland, Managing Director of SEI Family Office Services. "Our clients will benefit from a contemporary adaptation of the Archway Platform that retains the familiarity of the legacy user interface, while modernizing the client portal and overall reporting experience for their end-clients. Each of the enhancements were intentionally and thoughtfully designed to improve interaction with the features most important to users and provide them with more control of their experience."

SEI's Archway Platform and suite of family office services are leveraged by hundreds of family offices and high-net-worth families. The platform has been repeatedly recognized as a best accounting technology solution for family offices. Most recently, the Archway Platform was recognized as the operations and reporting engine behind the award-winning SEI Family Office Services outsourced service suite, which includes outsourced consolidated client reporting, portfolio reconciliation, partnership accounting and bill payment.

SEI Family Office Services is a division of SEI focused on delivering technology and technology-enabled services to family offices, including seven of the top 15 wealthiest American families, and financial institutions serving ultra-high-net-worth families. The Family Office Services division is part of SEI's Global Wealth Management Services business, comprised of market-leading, innovative solutions designed to support the future growth of investment and wealth managers globally.

About SEI Family Office Services
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-net-worth clients, SEI's award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of Sept. 30, 2020, SEI Family Office Services has $400 billion in assets on platform.1 For more information, visit seic.com/archway.

1Assets on platform is not indicative of potential revenue.

About SEI
After 50 years in business, SEI (NASDAQ:SEIC) remains a leading global provider of investment processing, investment management, and investment operations solutions designed to help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of Sept. 30, 2020, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers approximately $1 trillion in hedge, private equity, mutual fund and pooled or separately managed assets, including approximately $330 billion in assets under management and $755 billion in client assets under administration. For more information, visit seic.com.

Company Contact: 

Media Contact:

Leslie Wojcik 

Kristina Pereira Tully

SEI 

Vested

+1 610-676-4191 

+1 650-464-0080

lwojcik@seic.com 

kristina@fullyvested.com

 

 

Cision View original content:http://www.prnewswire.com/news-releases/sei-unveils-enhanced-user-interface-for-the-archway-platform-301191681.html

SOURCE SEI Investments Company

FAQ

What improvements were made to SEI's Archway Platform on December 14, 2020?

SEI redesigned the user interface of the Archway Platform, enhancing front-end technology, user engagement features, and mobile reporting.

How much assets does the Archway Platform manage?

As of September 30, 2020, the Archway Platform manages approximately $400 billion in assets.

What is the significance of the Archway Platform's new user interface?

The new interface is designed to modernize user experience while retaining familiarity, benefiting family offices and high-net-worth individuals.

When was the new user interface for the Archway Platform unveiled?

The new user interface was unveiled on December 14, 2020.

What are key features of the redesigned Archway Platform UI?

Key features include a refreshed appearance, new branding options, streamlined settings, and improved mobile functionalities.

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