Prime Broker Software
With an increase in client demands, tumultuous market conditions and a variety of investment options, prime brokers feel the pressure to provide unparalleled services to their clients. They require high quality portfolio reconciliation and reporting solutions to help them assess their client’s fund activity. ATWeb provides them with an uncluttered view of fund activity via dashboards, reports, and graphs, promotes greater transparency and satisfies investor demands.
With ATWeb, Prime Brokers can perform a variety of tasks essential to their success such as:
- Aggregate client information across multiple accounts
- Support the tracking and reporting of all asset types
- Create individual Tax lots for precise reporting
- Configure accounts for FIFO, LIFO, and other inventory methods
- Convert multi-currency assets to display proper FX gains and losses
- Define portfolio themes by account or another custom classification
- Provide Attribution, Performance & Risk reporting
- Enable 24/7 access for you and your fund clients
Enhance Your Client’s Experience
Archway strives to make your clients successful by providing solutions that complement and support their operations regardless of size and capabilities. Technology can be the key differentiator for clients looking to partner with firms who offer more than traditional services. For clients that are looking for everything ‘post-execution,’ the ATWeb Enterprise Edition. In just a few clicks, additional modules enhance your client’s capabilities for their back and middle office. The Enterprise edition includes everything in the Portfolio edition plus:
Operate efficiently through Outsourcing
For the deployment of ATWeb, brokerage firms find value when they couple the technology with Archway’s Finance & Operations (F&O) outsourcing group to complete daily reconciliation. ATWeb includes an integration toolkit with many leading financial institutions that hold your clients assets. With F&O as your back office team they provide you with accurate and precise portfolio information by the time the market opens. The Finance & Operations team stays behind the scenes supporting you and your team while serving as a natural extension of your firm. As a result, you can focus on your day-to-day activities that lead to client satisfaction and success.
For more information, please contact the Archway Sales Team.
