Strategic Alliances

Archway Technology has formed strategic alliances with the following providers serving capital markets. Through these strategic alliances, our goal is to build a network that our clients can trust and leverage to help them operate at exceptionally high levels.

In addition to the following providers, Archway also maintains relationships with financial institutions and other 3rd party providers providing the capability to build automated integrations directly into and out of your ATWeb installation.

Family Office Exchange

FOX serves as an independent advisor to families of exceptional wealth, offering an education on complex financial issues, and guidance on the selection of appropriate advisors.Founded in 1989, FOX is a leading provider of strategic advice for financial families. FOX have earned the trust of hundreds of investors who rely on us for objective information about the wealth management process. The FOX private website for members offers educational content on financial issues, a database of leading wealth management advisors, and opportunities to collaborate with other sophisticated families in areas of specific interest. www.familyoffice.com.

Family Office Metrics

Family Office Metrics is the leading provider of technology, operations and strategic consulting to the family office marketplace.  We focus exclusively on the family office to provide business and technology solutions that help family offices better serve their clients. We also work with ultra high net worth clients who are considering starting or joining a family office. 

Family Office Metrics consultants leverage our combined business, operational, and technical expertise to develop solutions that address the unique challenges family offices face today—solutions that can carry your family office successfully into the future.  www.fametrics.com.

Finnovative
Finnovative, Inc. is a full-service consulting firm addressing the specific needs of the entire spectrum of participants in the investment management industry. Their team of industry professionals combines expertise in global markets, research and analytics, trading and operations, technology, client service and support, modern management techniques, and business development. Since its inception, Finnovative has developed its own portfolio of subject matter experts to support the growth and success of its clients by providing innovative financial products, technology-based consulting services, and operations support for the investment management and advisory community. www.finnovative.net    Finnovative – GIPS Brochure.
 

Fidelity Family Office Services

 
Fidelity Family Office Services provides custody, brokerage, and investment services, supported by reporting and administrative capabilities, to family offices.

Clients have chosen us as an alternative to traditional providers because we combine these services in a single point of contact, focus exclusively on family offices, and support them with objective guidance. This results in a service that is the most responsive and cost effective for our clients. www.familyoffice.fidelity.com

Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC 525089.4.0

Interactive Data Corporation

Interactive Data Corporation (NYSE: IDC) is a leading global provider of financial market data, analytics and related services to financial institutions, active traders and individual investors. The Company’s businesses supply real-time market data, time-sensitive pricing, evaluations and reference data for millions of securities traded around the world, including hard-to-value instruments. Many of the world’s best-known financial service and software companies subscribe to the Company’s services in support of their trading, analysis, portfolio management and valuation activities. Through its businesses, Interactive Data Pricing and Reference Data, Interactive Data Real-Time Services, Interactive Data Fixed Income Analytics, and eSignal, the Company has approximately 2,300 employees in offices located throughout North America, Europe, Asia and Australia. www.interactivedata.com.

IBM Cognos

IBM Cognos Business Intelligence (BI) and performance management solutions deliver world-leading enterprise planning, consolidation and BI software, support and services to help companies plan, understand and manage financial and operational performance. IBM Cognos solutions bring together technology, analytical applications, best practices, and a broad network of partners to give customers an open, adaptive and complete performance solution. Over 23,000 customers in more than 135 countries around the world chose IBM Cognos solutions.

Archway leverages IBM Cognos 10, which enables clients to write their own advanced reports against the data they have accumulated and processed within ATWeb.
IBM Cognos

NASBA CPE Registry

Archway Technology is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.