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Archer Shortlisted for the Family Wealth Report Awards 2019

These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.

Using Operations to Prepare for the Future

For firms seeking to successfully navigate an uncertain future, operations can provide a strong base to prepare for the unpredictable.

 

Archer Shortlisted for the Family Wealth Report Awards 2018

Archer is shortlisted in the Outsourcing/Business Process Outsourcing category.

 

Archer Ranked Among the Fastest Growing Companies in North America on Deloitte’s 2017 Technology FAST 500™

Archer’s close collaboration with its clients is the primary factor driving the firm’s growth. Bryan Dori, Archer CEO, said, "We’re all about enabling AUM growth for our clients. Open communication and idea sharing across the firm and with our clients enable us to discover new ways to simplify middle and back office processes as managers expand distribution channels, participate in M&A activity, and take on increased account volume and investment complexity.”

Archer Voted Best Cloud-based Services Provider

Archer named winner in best cloud-based services provider category in the 2017 Waters Rankings.

 

EY announces Bryan Dori of Archer named Entrepreneur Of The Year 2017 Award winner in Greater Philadelphia

Bryan Dori joins three decades of groundbreaking entrepreneurs recognized by EY

 
 

As seen in FUNDfire: T. Rowe Jumps Into Retail SMA Business

To simplify entry into the SMA space, T. Rowe partnered with Archer for technology and operational support.

Succeeding in the New Investment Operations Dynamic: 5 Questions to Ask Your Service Provider

For investment management firms evaluating new providers – or outsourcing for the first time – knowing what questions to ask can help ensure that you find the right partner.

Investment Management Operations: Improving firm performance through technology

As seen in Fund Technology: "...true firm performance is comprised of a variety of elements beyond investment performance, and includes operational efficiency, client service, and new business development, among others."