LETTER FROM THE CEO
Jason Brown
 For the second edition of the quarterly Archway newsletter, Archway Today, we are thrilled to be in a position to fully describe an evolving initiative within our firm. In the first edition of Archway Today, published Aug. 11, 2011, we introduced organizational changes within our firm targeted towards improving the client experience. Since that time, we have continued to define the nature of these organizational changes and we are now in a position to shed more light on what these changes will mean to our clients. Read More.
UPCOMING ATWEB V4.3.5 RELEASE
 On October 22nd, Archway plans to release ATWeb v4.3.5. The latest version of the software has many new features and enhancements to existing features that will support the current needs of our clients. Click ” Read More” below to view a recap of a few features to be deployed within the system during the upgrade. Read More.
ARCHWAY FINANCE & OPERATIONS
During the 3rd quarter of 2011, the Finance & Operations team experienced almost 50% growth in the number of entities/accounts they reconcile on a daily, weekly, monthly or quarterly basis. The Finance & Operations team also introduced an internal training program called Learning Luncheons. At these luncheons, various topics such as Global Investment Performance Standards (GIPS) and corporate action taxability and treatment were discussed. As a result of these discussions, the Finance & Operations team is developing a series of White Papers that will be made available to both our current and prospective clients. Be on the lookout for the first White Paper in early 2012. Read More.
RESOURCE CENTER
White Paper: Web Hosting vs. Cloud Computing delves into these two options, explores the pros and cons of each and outlines what factors to consider when making the decision of where to host your data.
White Paper: Excel is Not a Database explores the pitfalls of Excel as a data tracking mechanism and sheds light on more productive options.
INDUSTRY ARTICLES
New SEC Rules Exempting Family Offices from Regulation
By Mikhail Iliev
A new SEC rule effective Aug. 29, 2011 focuses on exempting family offices from regulation. This article covers the new family office rule and how it defines a family office as a company.
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Exclusive: Mobile Computing Shaking Up Family Office Tech Market
By Charles Paikert
Mobile computing is rocking the family office world a high level conference has just heard. Family Wealth Report analyses the likely impact of this paradigm change.
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IMA Publishes KIID Guide
By M. Kitchen
The Investment Management Association publishes a clear and detailed guide for investors on the Key Investor Information Document (KIID).
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Cheat Sheet for Recent SEC Regulatory Changes and Amendments
By Brooke Southall
The Wall Street Journal
In June, the SEC voted to adopt several new rules and amendments in order to effect certain provisions of the 2010 Dodd-Frank Act. This article outlines what you need to know about the new regulations.
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