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Solutions for Private Wealth

Keep clients close

Be free to focus on delivering results

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.

Private Wealth Focus

The Archer platform allows Private Wealth investment managers to build better relationships with their clients by offloading operations tasks.

An Archer Story

More Time for Clients, Less Taxing on Resources

The Challenge

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's Solution

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.

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.

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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