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As seen in FUNDfire: T. Rowe Jumps Into Retail SMA Business

To simplify entry into the SMA space, T. Rowe partnered with Archer for technology and operational support.

 

Archer Selected by T. Rowe Price for Technology and Service Enhancements Supporting Retail Offering

T. Rowe Price is the latest in a series of firms to join Archer’s platform as the company continues to solidify itself as the most flexible and scalable solution for investment management organizations.

 

12th Street Asset Management Selects Archer to Support All Channels

Technology and services aligned to effectively scale operations with growth

 
 

EY announces Bryan Dori of Archer as an Entrepreneur Of The Year® 2017 Award finalist in Greater Philadelphia

“To be included among such an impressive group of leaders in the Philadelphia area is a reflection of everyone’s efforts at Archer. We strive to innovate on behalf of our clients and for the investment management industry every day, and being nominated for this award indicates our success.”

 

As seen in Ignites: Tips for Middle-Office Managers Navigating Big Data

Investment management professionals are faced with data that didn’t exist a decade ago. The data contains information critical to managers’ business — information about individual securities, trades, company mandates and client communication. This information plays a role in functions ranging from billing to reporting and client acquisition to financial reconciliation. However, in trying to manage data, many firms find themselves perennially playing catch-up.

 

Archer Shortlisted for the Family Wealth Report Awards 2017

Archer has been shortlisted in two categories: Wealth Management Technology—Portfolio Management, and Wealth Management Technology—Outsourcing/Business Process Outsourcing.

 
 

As seen in FUNDfire: DOL Rule Adds to Downward Pressure on SMA Manager Fees

Archer's Matt Caulfield adds to the industry conversation about the potential impact from the DOL rule. "SMAs could benefit from advisors shifting assets out of commission accounts into fee-based advisory programs. And some institutional or mutual-fund focused shops are responding by developing or considering developing retail SMA or model-delivered versions of their strategies, Caulfield says."

 

Salient Selects Archer for Consolidated SMA Accounts

“Having all of our SMA portfolios on a single system with real-time access to portfolio and trade information will help reduce both cost and risk,” said Rob Naka, Salient’s chief operating officer.

 

Archer Adds Trading Service to its Selective Outsourcing Options

The new outsourcing service provides managers with a solution that helps streamline their operations, enabling them to better focus on fundamental strengths.