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Description
SafeChoice Fund Accounting offers a robust and comprehensive accounting solution specifically designed to meet the financial needs of non-profit organizations. By partnering with Payment Service Network (PSN), SafeChoice provides an extensive range of electronic payment, billing, and communication services that are both user-friendly and advanced. The implementation and management of PSN solutions are so straightforward that you can accommodate your customers' diverse payment preferences while ensuring compliance with your organizational policies and relevant regulations. Regardless of the payment method chosen by your customers, all transactions are seamlessly integrated into the PSN system, with automatic updates to your software for efficient record-keeping. Additionally, by utilizing eBills, you can significantly cut down on costs associated with printing and mailing invoices, while enhancing customer communications through various electronic channels. This comprehensive approach results in a remarkably cost-effective solution, offering nearly immediate returns on your investment. With SafeChoice and PSN, non-profit organizations can streamline their financial operations and focus on their core missions.
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
API Access
Has API
Integrations
Babylon
NodeOps
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
SafeChoice
Founded
2007
Website
www.safechoice.com
Vendor Details
Company Name
SEI Family Office Services
Founded
2017
Country
United States
Website
www.archwaytechnology.net/sei-archway-platform
Product Features
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Product Features
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management