LETTER FROM THE CEO
Jason Brown
 Welcome to the inaugural quarterly Archway Newsletter!
Archway has been servicing asset management firms for nearly ten years. During our first decade we have enjoyed the good fortune to work with thousands of investment management and back office professionals. We have humbly listened to your experiences, shared ours and formed long-lasting collaborative relationships. We are grateful for the opportunities that you have given us along the way and for the responsibility to service what is now hundreds of clients and assets measured in excess of $100 billion.
While we maintain steady growth, Archway benefits from strong brand recognition and a broad base of clients who share their experiences with their peers. This improved presence fuels our firm’s success resulting in our inclusion in the prestigious Inc. 500 list of fastest growing companies. Throughout the firm’s expansion, our clients continue to enjoy our commitment to reinvesting in our business and ensuring our focus on client attentiveness and service is maintained. In the last 6 months alone, we have increased our staffing by 40% and have no plans to slow down.
Looking forward, we are excited about the accelerated pace of innovation and the new capabilities being delivered to clients. This includes client-facing report writing tools, performance attribution data warehousing and continued focus on system scalability and performance. On a non-technical note, we are making organizational changes to ensure client service is not only maintained but enhanced as we continue to grow.
With our current position in the markets we serve, Archway looks forward to another decade of innovation with the products and services we offer to our clients.
ATWeb v4.3.4 Release
 On June 18, Archway released ATWeb v4.3.4. The latest version of the software has many features requested by you, our clients. Below is a recap of a few of the enhancements deployed throughout the system during the June upgrade.
Enterprise-level enhancements: Updates in the Asset Allocation inserts and Accounts Payable module make managing your enterprise dashboard more convenient, while the enhanced Investor Login provides deeper insight about an investor’s performance.
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‘Asset Allocation by Security Class’ and ‘Asset Allocation by Security Type’ dashboard inserts include the total value of the assets depicted at both the enterprise and entity level. |
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ATWeb’s Investor Login provides an overview of a single investor’s performance through either a Chart or Income Statement view and presents data in a grid format with two pie graphs that depict allocated Revenue and Expenses. |
Entity-level enhancements: Several enhancements in the Accounts Receivable Recurring Invoices tool help you manage fee billing as well as a new feature that allows you to manage the portfolios and entities displayed through the user interface.
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Fee billing enhancements allow you to override the billable balance without affecting the General Ledger or any other subsidiary modules, update fee structures across all invoices at once, and simultaneously create an offsetting Accounts Payable bill when the Accounts Receivable invoices are generated. |
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A new ‘Exclude from Display’ checkbox added to the Open and Close Date feature allows users to remove entity or portfolio names from many lists throughout the system and in report parameter screens. |
Reporting updates: The following reports and reporting updates help track the financial activity within your entities.
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A new ‘Statement of Assets by Account Class’ report displays a customizable version of an entity’s assets and liabilities. New report parameters allow users to select account class options to generate balanced reports in aggregate or by underlying GL accounts. |
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An upgraded ‘Payment Register (Bill to Entity)’ report reflects the specific entity incurring the expense for the bill being paid and a column displaying the bill number. Payments made to specific vendors can be isolated within a single entity or across multiple entities. |
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An enhanced ‘Trust Balances (Alternate Presentation)’ report provides options to select an entity class and sort output by entity class or entity. New additions to the report include a value for cash equivalents, tax cost of all assets, and net worth for one or multiple entities. |
To learn more, click here.
EMPLOYEE SPOTLIGHT
Erin Hulse joined the Archway team at the end of 2010 as Manager within the Professional Services division. At Archway, Erin is responsible for supporting the Professional Services team in new client implementations and manages client relationships during implementation engagements. Prior to joining Archway, Erin handled Investment Accounting for the Indiana Public Employees’ Retirement Fund. Prior to PERF, Erin was a Senior Financial Analyst within Bank of America’s Global Principal Investments group in Chicago. Erin is a graduate of Indiana University.
What’s Erin’s favorite part about Archway?
“The energetic and highly motivated team culture at Archway makes our company such a great place to be. Knowing that you always have someone on the team to lend a hand and step in when necessary enables all of us to be successful and to extend outstanding service to our clients.”
DEPARTMENT UPDATES
Professional Services
The Professional Services department has been rapidly expanding to meet the needs of a growing Archway client list. With an employee growth rate of 75% since December of 2010 and 56% since May of this year, Professional Services is easily the fastest growing department within Archway.
This 15-person team manages client relationships by handling implementations and transitioning clients from their current software to ATWeb. Professional Services offers support to clients once they are ‘live’ on ATWeb, meeting the needs of clients around the clock. Throughout the first half of 2011, the Professional Services team has completed or is in the process of transitioning 16 new clients onto ATWeb.
To learn more about Professional Services, click here.
Archway Finance & Operations (F&O)
Created as a new business unit of Archway in May of this year, F&O supports the Operations Outsourcing services currently provided to approximately 30% of our clients with a variety of new services and support in several key areas:
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Audit Services — F&O works with your chosen audit firm to develop the annual financial statements and notes, as well as aid in the preparation of tax documentation. |
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AML Review — F&O provides the Anti-Money Laundering review of new investors. |
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Offering Docs Review — F&O reviews Offering Documents on behalf of our clients. |
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Assistance with Marketing Presentations — F&O assists with Marketing Presentations and due diligence inquiries to provide an extra level of transparency to current or future investors. |
Archway is proud of the progress that has been made within the F&O team and expects great things to come from this business unit in the future. To support the new service offerings and continued growth of the Operations Outsourcing service offering, F&O recently welcomed two new staff members to the Indianapolis-based team.
To learn more about Archway Finance & Operations, click here
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Thank you for taking the time to read Archway Today! If you have any questions about this newsletter’s contents or any of Archway’s products or services, please send an email to marketing@archwaytechnology.net.
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