Bringing you live news and features since 2006 

SEI enhances Archway Platform through partnership with Canoe Intelligence

RELATED TOPICS​

SEI has announced enhancements to its Archway Platform to automate alternative investment data workflows involving a strategic partnership with Canoe Intelligence (Canoe), a financial technology company focused on data management for alternative investors and capital allocators. SEI Family Office Services, 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, 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.

“As a part of our long-term vision for the Archway Platform, we have prioritised building data connectivity and integrations with complementary family office solutions that improve core business functions for our clients,” says Paul Freeland, Managing Director of SEI Family Office Services. “Family offices have a critical need for increased efficiency and automation of the otherwise manual activities associated with alternative investment data collection. We are excited to leverage Canoe’s automated workflow processes to enable our clients to receive extracts of their alternative investment data across statements, funds and managers for electronic import into the Archway Platform.”

As family offices continue to increase allocations to private equity, hedge funds, venture capital and real estate, they are seeking solutions to simplify the data aggregation required to report alternative investment performance and more efficiently complete the associated accounting. Through this strategic partnership with Canoe, automated workflows, such as document collection, data extraction and data delivery, can be integrated into SEI’s proprietary Archway Platform, allowing its users to achieve greater efficiency in their alternative investment data processing. By leveraging these integrated tools, clients are able to seamlessly input, track and report on alternative investment data as a part of their broader investment portfolios.

“We are thrilled to partner with SEI and continue enhancing the technology and tools available to family offices and wealth managers allocating to alternatives,” says Michael Muniz, Partner and Chief Revenue Officer at Canoe Intelligence. “By working together, we are not only able to help SEI clients automate document collection, improve data extraction and validation accuracy, and automate delivery into the Archway Platform, but we are also able to help increase transparency and control over their entire alternative investment document workflow.”

Latest News

As the ETF industry reaches a milestone of USD12.71 trillion in global assets, Brown Brothers Harriman writes that its 2024..
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin closed last week at approximately USD66,300, marking a 7.8 per..
HSBC Asset Management’s (HSBC AM) ETF and Indexing business has passed USD100 billion in assets under management (AUM), reflecting its..
Amundi’s ETF Market Flows Analysis for April reveals that investors added EUR54.1 billion to global ETFs in April with equities..

Related Articles

Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Sean O' Hara
Pacer ETFs has announced the launch of three Cash Cows UCITS ETFs. The firm writes that this will give European...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by