Archives for May 4, 2026

Addepar and Envestnet both serve wealth managers, RIAs, and family offices that need portfolio reporting, data aggregation, client access, and operational workflows. The right choice depends on whether your office needs analytics for complex wealth structures or a broader advisor platform that combines reporting, trading, rebalancing, CRM, billing, client portal, and planning workflows. For this…

Addepar and SEI Archway both serve family offices that need consolidated reporting, investment data aggregation, performance visibility, and secure stakeholder reporting. The right choice depends on whether your office needs an analytics-first reporting platform or an accounting-first family office operating platform. One naming note matters. Buyers still search for “SEI Archway,” but SEI announced on…

Addepar and SS&C Black Diamond both help wealth managers, RIAs, and family offices consolidate portfolio data, analyze performance, create reports, and deliver a better client experience. The right choice depends on whether your firm needs deep analytics for complex portfolios or a broader advisor operating platform that combines reporting, client communications, CRM, trading, rebalancing, billing,…