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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

FINTRX delivers precise and thorough intelligence on private wealth, enabling you to secure additional meetings, enhance operational efficiency, and broaden your professional network. Our platform provides insight into global family office entities and the key decision-makers within them. Leading financial institutions utilize our advanced algorithms and extensive research capabilities to navigate the intricate and swiftly evolving private wealth landscape more effectively. With FINTRX, you gain access to detailed private wealth data on Family Offices and Registered Investment Advisors (RIAs). This ensures that you receive up-to-date and reliable information, which propels your ability to arrange more meetings, improve efficiency, and foster business growth. Instantly identify relevant decision-makers utilizing potent search filters and queries tailored to your needs. Moreover, you can sift through various investment interests, assets under management (AUM), asset flows, intent signals, potential collaborators, and much more, enabling you to uncover critical data precisely when you require it. Our platform is designed to support your strategic initiatives and drive your success in the competitive financial landscape.

Description

In the early 2000s, SEI Family Office Services developed an advanced wealth management platform aimed at offering family offices and financial institutions a more cohesive alternative to isolated, single-function technology solutions. This platform, known as the Archway Platform, has proven its longevity and adaptability, simplifying complex processes by integrating essential accounting, investment data aggregation, and reporting tools into one cohesive system. Built upon a robust general ledger, this innovative technology streamlines the generation of accounting records across a wide range of business activities, including both traditional and alternative investment transactions, cash flows, bill payments, fee assessments, and capital distributions, ensuring that your accounting, investment, and administrative teams operate seamlessly within the same interface. Moreover, the built-in reporting capabilities of the Archway Platform enable users to harness detailed underlying data to create thorough and insightful financial reports, enhancing decision-making and strategic planning. Consequently, its design not only improves efficiency but also fosters collaboration among various teams, making it an invaluable asset for those in wealth management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Babylon No 
NodeOps No 

Integrations

Babylon Yes 
NodeOps Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Capital Hedge

Website

www.capitalhedge.net

Vendor Details

Company Name

SEI Family Office Services

Founded

2017

Country

United States

Website

www.archwaytechnology.net/sei-archway-platform

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management No 

Product Features

Fund Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Activity Tracking Yes 
Asset Management Yes 
Bank Reconciliation No 
Budgeting & Forecasting Yes 
Compliance Management No 
Donor Management No 
General Ledger Yes 
Partnership Accounting No 
Purchasing & Receiving No 

Hedge Fund

Compliance Management No 
Contact Management No 
Investor Accounting Yes 
Investor Reporting Yes 
P&L Calculation Yes 
Partnership Accounting Yes 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management No 

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