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Archer Announces ESG Model Marketplace

Leveraging Archer technology, the ESG Model Marketplace brings together investment product manufacturers, distributors, and leading data to enable custom ESG-focused portfolios that scale to support demand from separately managed accounts.

 

Cohen & Steers Chooses Archer for SMA Launch

“Expanding our presence in the SMA market with Archer provides an opportunity to bring our best-in-class solutions in REITs, midstream energy & MLPs and preferred securities to new clients in a cost-efficient vehicle, with investment minimums substantially below those of traditional institutional separate accounts.”

 

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.