Archer for Private Wealth
Built for every investment type, Archer streamlines operations so managers can focus on enriching client relationships.
Flexible reporting facilitates personalized communications and on-the-fly meetings. Integrated billing handles multiple fee schedules down to the individual security level. And robust restrictions integration maintains pre- and post-trade compliance in accordance with investors’ requirements.
An investment manager currently working on a single sponsor platform seeks to attract relationships from new platforms.
With archer’s solution, she is able to:
Distribute her investment expertise across multiple platforms, thanks to a single, connected system
Automatically apply composite rules to comply with GIPS compliance rules
Maintain a single IBOR oversight of her firm-wide holdings with Archer’s proprietary architecture
Structure complex portfolios across global markets via Archer’s diverse product support capabilities
What a Complete Solution Looks Like
While legacy systems fall short, Archer’s integrated ecosystem represents a complete, fully customizable investment management toolkit. And with available flexible operational support, Archer’s selective outsourcing services provides rapid scalability at the right cost.