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Solutions for Multi-Channel Distribution

Expansive Opportunity

Manage firm-wide activity and grow business

Archer offers the only Multi-Channel solution on the market. Our solution transcends complex legacy structures and different IBOR technologies across channels, to provide transparency across business lines. You can easily reach across channels to conduct daily reviews of:

  • Cash reports to reveal under-invested accounts
  • Drift reports to ensure that accounts are in tolerance of their respective model(s)
  • Security Cross Reference or Top Holdings reports by account or group to track client exposure to investments that may be opportunities (or risks)
  • Easily satisfy regulatory reporting

Multi-Channel Focus

Archer enables investment managers to quickly grow business by providing the infrastructure needed to hit the ground running in a new channel.

An Archer Story

Accelerating Growth After Multiple Acquisitions

The Challenge

A mid-tier investment manager acquired four firms in three distribution channels, which managed international portfolios; had multi-sleeve relationships; and operated on independent IBOR, trading, reporting and billing systems. The complexity of managing the business across multiple platforms had increased with each acquisition until the rate of cost growth threatened to exceed the rate of asset growth. What’s more, the lack of transparency into the corporate-wide portfolio made GIPs compliance and SEC reporting a burden.

Archer's Solution

Archer offered the only multi-channel solution on the market. The firm instituted Archer’s single-platform cloud technology with data sharing and third party communication capabilities across all investment business functions, and selectively engaged operations support for non-core functions. The divorce of fixed-cost acceleration from asset growth created a business model capable of efficiently leveraging opportunities for expansion. Archer’s multi-channel solution integrated smoothly with existing systems on the institutional side of the business, and the new operational support was leveraged to improve business efficiency, accuracy, transparency and compliance across the board.

Resources

Available Outsourced 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

Institutional

Free yourself to focus on complex investment portfolios.

Private Wealth

Build better client relationships by offloading operations tasks.

Retail Accounts

Control and scale your business by streamlining operations

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