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Reporting: Following Through in the Details

As you may know, we at Archer recently went through a rebranding. (see: "Market Street Advisors Rebrands as Archer"; a fervent nod to the folks at FVM for their great work!) A lesson learned in the process is that part of ensuring a successful brand is to maximize its use, consistently.

IBOR and Core Competencies: A Historic Perspective

Thinking back to the 70s and 80s might have you reminiscing about the release of Star Wars, the death of disco, or the establishment of the brand new Cable News Network, CNN. Those who are veteran to the investment management industry may also be reminded of how third-party fund accountants and transfer agents sprang up to meet the needs that arose from the mutual fund boom experienced at the time.

 

EY announces ARCHER CEO Bryan Dori is an EY Entrepreneur Of The Year® 2015 Award finalist in Greater Philadelphia

EY today announced that Bryan Dori, CEO of Archer, is a finalist for the EY Entrepreneur Of The Year® 2015 Award in Greater Philadelphia. The awards program recognizes entrepreneurs who demonstrate excellence and extraordinary success in such areas as innovation, financial performance and personal commitment to their businesses and communities.

 
 

Archer Signs Top Financial Advisor Quantum

Berwyn, PA and San Francisco, CA (April 14, 2015) - Archer, a technology and services innovator for the investment management industry, announced today that a 2014 Financial Times’ Top Financial Advisor1, Quantum Capital, has selected Archer to support Quantum's investment management business.

 

Archer Board Welcomes Former Dreyfus CEO

Berwyn, PA (April 21, 2015) - Archer, a technology and services innovator for the investment management industry, is honored to announce that Thomas F. Eggers, former Chief Executive Officer of The Dreyfus Corporation, joined Archer’s Board of Directors effective April 1, 2015.

 

Wall Street Associates Chooses Archer

Berwyn, PA (March 19, 2015) - Wall Street Associates, LLC an institutional investment manager located in La Jolla, California, has chosen Archer's technology platform and operations team to service Wall Street's investment management business. Ted Smith, COO and CCO at Wall Street Associates, lauded Archer as "an important partner... "

 
 

Matthew Caulfield Chooses Archer

Berwyn, PA (March 12, 2015) - Matthew M. Caulfield, a 25 year veteran of the investment management services industry, has joined Archer as its Senior Vice President, Business Development. Caulfield has represented premier players in the asset servicing business, including PNC, BNY Mellon and JP Morgan.

 

Archer Appoints Bryan Dori as CEO

Berwyn, PA (March 3, 2015) - Archer, a technology and services innovator for the investment management industry, announced today that Bryan Dori, a twenty-year veteran of the financial services industry, has been named CEO of Archer in recognition of his leadership in driving the company's recent growth.

 

Archer Receives Multi-Million Dollar Investment Led by NewSpring Capital

Berwyn, PA (February 3, 2015) – Archer, a technology and services innovator for the investment management industry, announced today that NewSpring Capital, a family of private equity funds, led a $12.5 million investment in Archer through its dedicated technology and business services growth equity fund, NewSpring Growth Capital.