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Solutions for Institutional Portfolios

Making complex simple

Robust support for sophisticated investment strategies

Archer’s solution for institutional business lets managers focus on their expertise in designing and trading highly complex investment portfolios.

We support institutional investment managers with connections to their preferred specialty trading, reporting, compliance and analytics packages. This wide-ranging compatibility with existing systems accommodates your unique investment process.

Access to worldwide investment opportunities and multi-currency reporting capabilities deliver the flexibility institutional managers need, to meet a broad range of client mandates.

With Archer, investment managers are able to:

Integrate with preferred trading, reporting, compliance, and analytics packages

Monitor trading and business activity via dashboards

Generate complex, branded portfolio performance and investment activity reports

Consolidate authorized participant activity related to ETF management

Comply with variation margin requirements

Institutional Focus

The Archer platform has robust capabilities specifically developed to help institutional investment managers satisfy their clients’ need for precision, customization, and transparency.

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. This improved the multi-boutique manager’s ROI for new acquisitions and reduced the reliance on in-house technology and operations support. This single-point-of-contact solution simplified the acquisition integration while streamlining firm-wide oversight of investment operations.

Resources

Institutional Investment Services

Trade Services

Ensure trade execution and account data integrity

Accounts Processing

Effortlessly keep pace in high-volume environments

Reconciliation

Fast and accurate IBOR and custodian records

Corporate Actions Processing

Track, record, and execute votes, shares, and cash

Solutions for Investment Managers

Private Wealth

Build better client relationships by offloading operations tasks.

Retail Accounts

Control and scale your business by streamlining operations

Multi-Channel

Manage firm-wide activity at a glance with powerful reporting.

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