the complete investment management solution
To simplify entry into the SMA space, T. Rowe partnered with Archer for technology and operational support.
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.
Technology and services aligned to effectively scale operations with growth
“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.”
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 has been shortlisted in two categories: Wealth Management Technology—Portfolio Management, and Wealth Management Technology—Outsourcing/Business Process Outsourcing.
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."
“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.
The new outsourcing service provides managers with a solution that helps streamline their operations, enabling them to better focus on fundamental strengths.