Convert data into knowledge with our robust, versatile investment reporting tools. Archer’s flexible reporting capabilities fully integrate into all your business’s data streams, setting a foundation of accurate information that empowers your team to rapidly respond to regulatory requirements and client requests. With instant customization, including various languages, and savable settings, Archer puts emerging trends, client-ready reports, and data for ad-hoc meetings at your team’s fingertips.
Spot and share trends via multiple business intelligence dashboards, including views by investment strategy, brokerage relationship, and mandate compliance status. Our technology pulls data from every part of your investment management process, providing intraday updates on trades, holdings, account attributes, and other essential datasets.
The result is a powerful asset management client reporting suite built to meet your needs. With custom and preset options, generate rich visualizations as Excel spreadsheets, PDF documents, or custom-branded packages enriched with index information, risk measures, and transaction metadata. Archer ensures your data is easy to access, export, and share with colleagues, clients, and third-party systems. Thanks to our drag-and-drop customization and saved setting functions, your team will always have reports ready for the big proposal or presentation.
