In Private Wealth, building and maintaining client relationships is paramount. To drive success, investment managers need to spend their time on clients, not investment operations.
Archer’s solution for Private Wealth is designed to enhance the client experience. By shouldering the weight of operations outside your core competencies, Archer allows you to reallocate vital resources to client service. You’ll be able to keep clients close with easy, on-the-fly reporting; meet exacting demands such as trading restrictions with efficiency; and promote your firm with custom-branded reports.
An Archer Story
An investment manager serving institutions and high-net-worth individuals was bound by a corporate legacy of high-touch operating procedures, built to match their high touch client relationship strategy. The model had become unsustainable, taxing client-facing resources.
Archer fully automated the manager’s composites, billing and reconciliation functions, and provided high-end branding of the firm’s client report packages. This solution dramatically improved the manager’s operational efficiency and allowed resources to be re-directed to client relationship building.