Archway, an Indianapolis-based provider of technology and technology-enabled services to the private wealth industry, was honored at the 2018 Family Wealth Report awards for a third consecutive year.

Archway received top honor as “Best Accounting Technology” solution for its ability to handle all types of accounting, including investment portfolio, partnership, fund, and general ledger accounting, in a comprehensive and integrated solution.

“We are proud to be recognized by Family Wealth Report as an industry leader in accounting technology,” said Ryan Laughon, President of Archway. “Having served the family office industry for more than a decade, we are excited to have built an award-winning solution and will continue to press forward with new product innovations for our integrated accounting and investment reporting technology.”

Archway, an Indianapolis-based provider of technology and technology-enabled services to the private wealth industry, released its first round of product enhancements for the year including new functionality designed to deliver greater operational efficiency and more comprehensive investment insight.

The upgrade introduces several new report options including enriched risk attributes and fixed income analytics as well as administrative updates to current reporting functionality. Additional features include enhanced user permissions, streamlined investor activity transfer capabilities and improved tool tips throughout the platform.

Archway, an Indianapolis-based provider of technology and technology-enabled services to the private wealth industry, has been shortlisted for the 2018 Family Wealth Report (FWR) Awards in four categories. Archway will compete for the top spot at the annual awards ceremony in the Client Reporting, Outsourcing/Business Process Outsourcing, Accounting and Innovative Client Solution categories.

“Archway is honored to have been recognized in multiple categories for the 2018 Family Wealth Report Awards,” said Ryan Laughon, President of Archway. “The entire Archway team works exceptionally hard to design, build and deliver award-winning technology and technology-enabled service solutions to family offices and financial institutions serving ultra-high-net-worth families.”

Winners will be announced at a gala awards dinner which will be held in New York City on March 8, 2018 at the Mandarin Oriental.

Archway, an Indianapolis-based provider of technology and technology-enabled services to the private wealth industry, announced the latest round of product upgrades to the firm’s technology solution suite including its flagship ATWeb platform as well as its Veridium client portal. The latest software upgrade focused on enhancing the user interface (UI) and improving operational efficiency across both the ATWeb and Veridium platforms as well as introducing new data aggregation and reporting features.

“Archway has long held the belief that in order to be a leader in the marketplace, our product and service solutions should constantly be enhanced and improved upon,” said Ryan Laughon, President of Archway. “Through this software upgrade we were able to deliver a number of important enhancements designed to improve the user experience for our clients. The upgrade highlights our proactive approach towards building solutions that further enrich our technology platform.”

Revamped UI/UX

As a major component of the release, Archway overhauled the existing UI and site navigation within ATWeb in pursuit of a better working experience for users. The firm revealed a sleek, modern platform aesthetic including a new color palette and contemporary iconography alongside the redesigned navigation construct. Designed to create efficiency, the newly released sidebar navigation menu allows users to actively move about the system and easily toggle between entities and functional modules. Users can preserve frequently visited locations and quickly select menu options using adaptive menus and smart filtering capabilities. As a result, users will enjoy a more customized, accessible and intuitive user experience.

Improved Dashboard Reporting Capabilities

The Veridium client portal saw the introduction of a new reporting feature that allows end users to configure a customized dashboard containing a variety of available inserts (“widgets”). The new dashboard feature further exemplifies the application’s inherently flexible design and enables family offices and institutional advisors to deliver a personalized user experience for the end client. This enhancement not only offers further customization based on the user’s preferences but also serves as the framework for providing end users with a more detailed and enhanced snapshot into their total wealth picture.

Additional enhancements include the release of several new electronic data feeds with domestic and foreign financial institutions as well as streamlined reporting capabilities and additional report delivery options.

Archway, an Indianapolis-based provider of software products and outsourced support services to the private wealth industry, announced that the company is a recipient of the 2017 Indianapolis Business Journal FAST 25 award.

The IBJ FAST 25 awards are presented annually and recognize the 25 fastest-growing private companies in the Indianapolis area. Archway was also recognized for its rapid growth in the 2016 IBJ FAST 25 program.

“We are very pleased to be a recipient of this year’s FAST 25 award,” said Ryan Laughon, President of Archway. “We feel very fortunate to be one of the 25 companies in central Indiana that was recognized by the IBJ. We have a great team at Archway and I would like to thank everyone in the firm for their hard work and dedication as we grow the business within central Indiana’s technology community.”

Archway is a leading global provider of investment processing, asset management, and investment operations solutions for institutional and personal wealth management.

To learn more about the 2017 Indianapolis Business Journal FAST 25 awards, please visit https://www.ibj.com/fast25-2017.

SEI (NASDAQ:SEIC) today announced it has acquired Archway Technology Partners, LLC, (“Archway”) a major provider of operating technologies and services to the family office industry and the institutions who service that market. The move further establishes SEI as a leading player in the family office segment, addressing additional verticals, including institutions, investment advisors, private banks, hedge funds, and private equity funds.

“This announcement represents a modest shift in SEI’s long-held belief in purely organic growth. We believe there is value in growing through carefully considered strategic acquisitions that add to our expanding geographic footprint, market reach, platform functionality and expertise,” said Alfred P. West, Jr., Chairman and CEO of SEI. “Archway’s stellar reputation in the family office industry, market-leading solutions, and talented, client-oriented employees make them a valuable addition to SEI, and we look forward to welcoming the Archway team into our culture and company.”

“Archway’s specialized technologies and deep knowledge of the private wealth services industry give us a more powerful, differentiated solution to a $7 trillion global family-office market that has been underserved by legacy service providers,” said Steve Meyer, Executive Vice President of SEI and Head of SEI’s Investment Manager Services division. “SEI’s operating solutions, enhanced by Archway’s capabilities, will help family offices, institutions, wealth managers, and asset owners better navigate this new operational frontier and service their clients more effectively.”

The acquisition expands SEI’s position to become the market leader in the single and multi-family office services arena, a segment in which Archway had been the dominant service provider. Archway’s reputation for its innovative technology and next-generation solutions were recently recognized by industry participants by winning in three categories at the 2017 Family Wealth Report Awards.

“Joining SEI will help us provide the next level of institutional-quality, state-of-the-art solutions to the family office and wealth management marketplace,” said Jason Brown, CEO of Archway. “SEI’s market focus and commitment to the broader asset management segments aligns directly with, and is uniquely complementary to, our focus on providing services to the family office, high-end wealth advisory, and institutional wealth management segments. Our two organizations also share a strong service ethic and culture of innovation that are perfectly suited to our unique and demanding client base. We are excited to be a part of the SEI family and look forward to the expanded opportunities that lie ahead for our combined organization.”