Solutions for Institutional Portfolios

Making Complex Simple

Robust support for complex investment strategies

Archer’s solution for institutional business lets managers focus on their core business of managing and trading highly complex investment portfolios. We support institutional business with seamless connections to our technology partners, such as XSP for voluntary corporate actions, and OMGEO for trade settlement, confirmation, and affirmation.

The flow of information begins and ends with Archer, so you get a seamless integration of services. If you want to keep your current trading, analytics or compliance packages, Archer offers connectivity to top trading and specialty investment software. You can “plug in” at any point in the investment management process.

 
Institutional Focus
 

The Archer platform has robust capabilities that were specifically developed for the institutional investment manager.

 

An Archer Story

Expanding into a new channel with ease

The Challenge

An independent, multi-boutique institutional manager with a solid track record of investment performance and asset growth was focused on maintaining a small technology footprint despite its growth-by acquisition strategy.

 

Archer’s Solution

Archer’s end-to-end technology solution and fully outsourced operations provided all the necessary infrastructure, decreasing the manager’s time-to-market with new acquisitions without requiring an increase of in-house technology and operations support. This single-point-of-contact solution simplified the acquisition integration process while allowing the institutional manager to maintain compliant oversight of investment operations.

 
 
 

Archer Services