SEI - Relentless Development: What Comes Next for SEI’s Archway Platform℠
Overview
Originally designed to address the pervasive accounting and reporting issues faced by family partnerships and funds, the Archway Platform has seen its share of evolution. Two decades later and powered by a Relentless Development Philosophy (RDP), the platform forged the path for today’s landscape of family office accounting and investment reporting solutions, evolving to meet ever-changing expectations set into motion by the shifting needs of our family office clients, generational wealth transfers, changes in economic policy and technology innovation.
So what comes next in the evolution of SEI Family Office Services and the Archway Platform? Paul Freeland discussed our path to innovation, our plans for the future and how we continue to move forward for our client community.
Insights and Key Takeaways
SEI Family Office Services is an award winning, integrated back-office platform delivering a wide range of technology solutions for family offices. With 18 years of experience in serving family offices, SEI has over 220 clients and $365 billion in assets on the SEI platform. They serve eight of the 15 wealthiest American families and 10 global private banks.
Paul Freeland is the Head of Sales & Service at SEI and shares innovations around SEI’s award winning Archway PlatformSM and the enterprise philosophy, including initiatives for 2020 and beyond.
In the early years, SEI showed a relentless philosophy to development and to serving the family office industry. They adopted a long-term perspective and still maintain that vision today, which has led to trusted and stable relationships with clients.