SEI

LifeYield, LLC is a financial technology company that provides innovative software solutions to wealth management firms and advisors. Based in Boston, the company offers the LifeYield Advantage Suite, which includes a variety of tools designed to optimize financial health and asset management for investors. Key components of this suite are the LifeYield UMH, which integrates seamlessly into existing workflows, and tools like the LifeYield Dashboard, Cash Harvester, Payment Modeler, and Reporter. These applications enable wealth advisors to analyze client households, manage cash flow, forecast sustainable withdrawal levels, and generate detailed asset reports. By delivering a comprehensive view of investors' assets, LifeYield helps clients maximize their returns, minimize taxes, and enhance overall financial well-being. The company was founded in 2008 and has established a strategic alliance with Jackson National Life Insurance Company.

Tifin is a fintech platform founded in 2018, based in New York City, that develops and operates companies focused on wealth management, investments, and personal finance. By leveraging investment intelligence, data science, and advanced technology, Tifin aims to enhance the investor experience with innovative products tailored to individual needs. The company emphasizes the importance of making investing a significant contributor to financial well-being. Tifin also has regional offices in Boulder, Bengaluru, Charlotte, and Mumbai, reflecting its broad market reach and commitment to evolving the financial services landscape.

Altigo is a cybersecurity and open-source software that enables secure electronic alternative investment transactions between asset managers, wealth advisors, custodians, and transfer agents by utilizing online technological tools and digital workflows.

Oranj offers a wealth management platform aimed at enhancing the relationship between financial advisers and their clients. It provides a user-friendly dashboard that consolidates clients' financial information and goals into a single login environment. The platform aggregates data from over 25,000 financial institutions, allowing users to track their progress towards goals, monitor monthly cash flow, and access a secure document vault. Additionally, Oranj includes collaboration tools that facilitate communication between clients and advisers, enabling personalized investment strategies and efficient trading and rebalancing. By streamlining the financial management process, Oranj empowers clients to make informed financial decisions and engage effectively with their advisers.

Archway Technology Partners, LLC is a software and service provider catering to the investment management and private wealth management sectors in the United States and internationally. The company offers a comprehensive suite of products designed to support accounting, investment management, and reporting functions for single and multi-family offices, private banks, investment advisors, and hedge funds. Among its key offerings is ATWeb, a web-deployed application that streamlines partnership and trust accounting, global investments, ownership structures, and performance reporting, while also facilitating essential administrative tasks such as bill payment and document management. Additionally, Archway provides FOIL, a mobile-enabled client portal, and Archway Reporting Technology, a custom report writer for in-house report design. The company also delivers client and professional services, including training, product support, implementation consulting, and software development. Established in 2002 and headquartered in Indianapolis, Indiana, Archway Technology Partners maintains regional offices in New York, Denver, and Oaks, Pennsylvania, and has formed strategic partnerships with various organizations in the industry.

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.