Investment Advisors
The investment advisory industry is one of the fastest growing segments within the financial services and wealth management space. With opportunity abound, independent advisors and wealth managers such as yourself seek partners that enable you to successfully meet client needs and demands with sophisticated and efficient tools. Your role as a trusted advisor requires you to have software that enables you to track, manage, report and analyze a variety of investment instruments.
With Archway, you have both the technological and back office support to meet yours and your client’s rigorous demands. ATWeb, our web-deployed solution, provides you with:
Technology:
- Client fee billing
- Client portal for account access and up to date reporting
- Dashboards for “one-click” client overviews
- Flexible, customizable reporting
- Global security master to track marketable securities and alternative assets
- Modeling and rebalancing tools
Reporting:
- Asset exposure for all security types
- Account & portfolio performance
- Benchmarks and indices for manager comparisons
- Cost basis, tax basis and fair market value tracking
- Custom blended benchmarks
- Flexible, customizable reporting
- Portfolio appraisals & risk reporting
- Strategy & manager comparisons
In addition to portfolio management software, Archway offers independent advisors “service bureau” or “back office” support to handle a myriad of tasks each day through our Finance & Operations (F&O) department. A dedicated team in Indianapolis monitors custodial data feeds beginning at 10 p.m. and continues to do so through the morning to ensure that your transactional data is error free. Archway’s team can also provide you with data aggregation services, client and household reporting and other accounting and operation heavy tasks so you can focus on client growth and service. With Archway’s F&O team, you can arrive in the office each day knowing that the daily reconciliation of accounts is complete with client holdings up to date and ready for review or analysis.
We understand the challenges of a growing business and offer you a scalable platform to handle more complex client demands such as tracking pooled investments, partnership allocations and distributions. If scalability is a requirement, you can add functionality to your software to meet the ever- increasing complexity and demands of your client base.
