the complete investment management solution
Archer’s order management function was designed by CFAs who understand that Investment Managers need the ability to create highly customizable orders, and then apply them to specific accounts or groups of accounts, with tremendous efficiency and pinpoint accuracy.
Archer streamlines the process of order management with intuitive interfaces and workflows which are fully integrated into the investment management IBOR, performance measurement, and account maintenance functionality.
With its order management scenarios, Archer relies on your pre-set rules to establish the downstream workflow of orders, including which accounts are impacted, in what quantities, and with which counter parties. With clearly established pre and post-trade rulesets, Archer steps users through a series of screens with increasing specificity, creating an efficient, effective and exacting methodology for building and allocating trade orders. Archer allows Investment Managers to create securities orders, manage cash, and liquidate or balance portfolios, and harvest gains or losses for an account.
Pre-set your default preferences and speed the process of implementing your next great investment decision. When building order scenarios, Archer poses the following questions: