Trading and Portfolio Models

Implement every strategy on one integrated system

wave

Gain the efficiency and transparency to accelerate growth for your clients’ portfolios – and your business. Archer’s trade scenarios can rebalance thousands of accounts at once – or direct trades for individual accounts, individual securities, and virtually any combination of both. Our automated trade blocking streamlines order deliveries for execution while giving you control over the timing of transmissions. Combined with our trade team’s ability to conduct account, portfolio, and drift maintenance, Archer frees investment managers to focus on achieving growth.

As portfolio models increasingly become the heart of many investment strategies, Archer’s Model Workstation allows for creating, changing, monitoring, and trading portfolio models on a single platform. With clearly established pre- and post-trade rulesets, our intuitive workflows guide your team members through a series of increasingly specific steps, enabling a more efficient methodology for building and allocating trade orders. In turn, your team is empowered to create models that can be applied to client accounts, distributed to sponsor platforms, and customized to client-specified ESG preferences.

Access Order Management for Every Channel

Institutional

Allocate pre-traded blocks to specific portfolios, add and remove hedges, and establish multiple accounting streams for investment strategies requiring isolated cash flows.

Private Wealth

Draw from a wide range of security types to customize portfolios, manage cash flows, and adjust for market conditions.

Retail

Swiftly and easily apply trades or rebalance portfolios across a large number of accounts and SMA sleeves.

How Archer Streamlines Trading, Reconciling, and Monitoring

From portfolio models to our advanced dashboard and interactive trade blotter, Archer’s technology boosts efficiency by affording firm-wide transparency to the status of every trade and counterparty. And with Archer’s streamlined support for multiple broker relationships and step-out trades, your team can directly move trades along the lifecycle and access full audit information in every trade record.

Archer further simplifies processes with a comprehensive solution for reconciling with custodians, monitoring portfolio drift, and implementing investment strategy. Coordinate activities with ETF-authorized participants. Keep clients’ portfolios in lockstep with intended allocations using real-time views of trading impacts. And if you need additional support with model delivery, Archer’s experienced team is available to execute account, model, and drift maintenance trades, plus reconciliation and other complex strategies.

Launch New Investment Products

Get more products to market faster with scalable technology and support.

Deliver Customized ESG Portfolios

Rapidly create ESG models for personalized to investor preferences.

Explore Additional Resources

Ready to Simplify Your Trading and Portfolio Model Processes?

Contact the Archer team today to see how we consolidate your team’s strategies into one web-based platform.

Learn More

Our website uses cookies. By using this site, you agree to its use of cookies.