A Platform for the Next Era of Investment Management

Archer’s Secure Cloud Ecosystem Outperforms Legacy Technology

For too long, investment managers have been bottlenecked by outdated software — cumbersome systems that slow down business, tie up support personnel, and expose their users to unnecessary risk.

Archer’s secure cloud platform sets a modern standard for investment management software, with best-of-breed services in a proprietary architecture that is always accessible and up-to-date. Requiring no installation or maintenance, our complete solution frees managers to focus on activities that fuel growth.

Archer’s advantages only begin at ease of use. Designed by investment management professionals, Archer’s ecosystem boasts an array of empowering features that simplify complex investment processes.

 

Capability Across Channels

With a modern, fully integrated ecosystem, Archer streamlines processes for managers in the institutional, private wealth, and retail space.

Archer for Institutional Business

Archer’s ecosystem seamlessly integrates with an array of solutions, allowing managers to easily handle complex investment strategies. This wide-ranging compatibility with existing systems minimizes disruption and exposure to risk — giving managers the freedom to focus on core business.

And when time to market is critical, Archer’s selective outsourcing services enable rapid scaling at the right cost.

Use Case

A manager with a successful trade process in place is using best-in-breed order management software, but has outgrown his legacy accounting and performance measurement system.

What does this mean for an investment manager?

 

Integrate Archer’s platform with his existing trade order software system to ingest and distribute orders

 

Gather transaction and position data into a single IBOR, facilitating reconciliation and feeding firmwide oversight reports

 

Access services to complete trade settlement, and ensure trade execution information is delivered where needed

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.

 
Implement:

Integrate with your OMS to empower new product growth and channel expansion.

Oversee:

Gain flexibility with rightsourced services fit for your unique operations.

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.

Use Case

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.

 
Implement:

Execute your best ideas and strengthen client relationships.

Oversee:

Scale expert operations effortlessly based on your need.

Archer for Retail Accounts

Archer’s end-to-end solution allows investment managers to focus on their clients without scale and volume getting in the way.

Archer automates reconciliation and third party communication, to deliver efficient, robust scale. Managers can make real-time portfolio adjustments that are automatically captured in trade settlement, performance, and billing activities. Additionally, flexible portfolio rebalancing tools keep drift in check.

Use Case

An investment manager is operating on multiple retail platforms and relies on outdated technology provided by his sponsors. At every turn, he faces complex and time-consuming processes required to compile data for firm-level reporting and performance composites.

With archer’s solution, he is able to:

 

Consolidate data and streamline trading thanks to a single IBOR solution

 

Ensure accuracy efficiently with the help of Archer’s reconciliation tools

 

Package trades for efficient execution

 

Distribute and gather data to and from multiple platforms via Archer’s connected ecosystem

 

Efficiently rebalance across accounts at all sponsors

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.

 
Implement:

Create portfolio models and distribute trade decisions seamlessly.

Oversee:

Monitor results, and maintain control over every aspect of operations.

 
 

Getting Started with Archer

With an open relational database structure and unmatched customization capability, Archer’s complete ecosystem is ready to empower your business. Contact us today to learn how Archer can open new channels of growth for you.

Contact Archer