the complete investment management solution
Having experienced years of successful conversions both in-house and as an external operations partner, here are what I believe to be the critical, foundational issues for ensuring a smooth on-boarding process and laying the ground work for future success when it comes to technology innovation.
Archer’s close collaboration with its clients is the primary factor driving the firm’s growth. Bryan Dori, Archer CEO, said, "We’re all about enabling AUM growth for our clients. Open communication and idea sharing across the firm and with our clients enable us to discover new ways to simplify middle and back office processes as managers expand distribution channels, participate in M&A activity, and take on increased account volume and investment complexity.”
Thanks to Archer’s cloud-based operations platform that seamlessly synchronizes operations, our co-sourced solution allows multiple offices to work in lockstep.
People talk about the cloud as a mythical mass of information, hovering in the ether above us. While that is a fair description of consumers’ experience with cloud technology, the ‘mythical mass’ is actually a physical network of servers, data storage infrastructure, and people.