SEI

Oranj is a wealth management platform that assists financial advisors in helping clients manage their financial lives and achieve personal goals. The platform offers a user-friendly dashboard where clients can connect and monitor their financial status under a single login. It aggregates data from over 25,000 financial institutions, enabling users to track progress towards their goals, calculate monthly cash flow, and maintain effective communication with their advisors. Additionally, Oranj provides features such as a secure document vault, client collaboration tools, online account opening and transfer capabilities, real-time activity notifications, and extensive data analytics. This comprehensive suite of services allows investors to make informed financial decisions and pursue better investment strategies in collaboration with their trusted financial professionals.

ForwardLane Inc. is an artificial intelligence company based in New York, with additional locations in London and Fort Lauderdale. Founded in 2014, it specializes in providing AI-powered solutions tailored for wealth management, asset management, and commercial banking. The company develops a unique platform that utilizes natural language processing to synthesize data and generate insights for financial advisors and fund distributors, enhancing their productivity and client engagement. Key offerings include the A1 signal engine, which automates the extraction of actionable insights, and the ForwardLane Goal Miner, designed to identify financial goals from unstructured data sources. The platform integrates seamlessly into existing workflows, such as those in CRM systems, facilitating proactive client interactions and driving organic growth by identifying opportunities for client retention and engagement. Through its innovative approach, ForwardLane empowers financial institutions to convert complex data into meaningful intelligence quickly and efficiently.

Archway Technology Partners, LLC is a software and service company that specializes in providing comprehensive solutions for the investment management and private wealth management sectors. The firm offers a suite of products designed to support accounting, investment management, and reporting for single and multi-family offices, private banks, investment advisors, and hedge funds. Its flagship product, ATWeb, is a web-deployed application that streamlines operations by integrating partnership and trust accounting, global investments, ownership structures, and consolidated performance reporting into one platform. Additionally, Archway provides FOIL, a mobile-enabled client portal, and Archway Reporting Technology, a custom report writing tool. The company also offers various client services, including product support, training, and professional consulting, along with strategic partnerships with several industry organizations. Founded in 2002 and based in Indianapolis, Indiana, Archway Technology Partners has regional offices in New York, Denver, and Oaks, Pennsylvania.

NorthStar Systems International, Inc. provides wealth management software solutions to financial services institutions primarily in the United States. Its solutions include NorthStar Client Acquisition Solution that allows asset managers and wealth management firms to provide their advisors the client profiling and communication tools; NorthStar Client Reporting Solution, which enables wealth managers to offer reports and reviews for clients; NorthStar Compliance Solution that offers compliance systems' functionalities; and NorthStar Product Catalog Solution, which allows wealth managers to build customized portfolios. The company also offers client hierarchy, enterprise product hub, planning and portfolio construction, data, and platform services; and professional and technical support services. Its solutions allow users to automate and streamline their wealth management workflows. The company serves financial advisors, wealth managers, banks, trusts, broker-dealers, multi-family offices, and service providers. It delivers its solutions on-premise or on-demand. The company was founded in 2001 and is based in San Francisco, California.