Workstream

Swift, secure handoffs at every stage

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Spend more time identifying growth opportunities and less time tracking tasks across teams. Archer’s automated workstream speeds the process of initiating activities, defining parameters, ensuring accuracy, and executing activities – ensuring no step gets missed along the way.

Designed to boost efficiency while reducing operational errors, Archer’s fully integrated platform delivers complete transparency across every function. Seamlessly activate new accounts, process cash requests, manage service requests, and rebalance portfolios. Thanks to automated alerts and a digital document archive, your team can maintain regulatory compliance, minimize hand-off errors, and more quickly meet client requests.

Every activity begins with Archer’s Paperwork Center – our secure repository for requests and documents including legal agreements, tax harvesting requests, and composite membership exceptions. The customizable queue sets reminders for operations and trade implementation teams with assignable statuses including Open, Pending Review, Ready to Trade, and Closed.

In addition to a clear structure of account relationships with brokers and custodians, Archer’s workstream provides convenient communication and ticketing with our operations experts through our secure portal – ensuring ongoing collaboration and workflow customization to meet your firm’s needs.

How Archer is Optimized for Automation

Ensure timely, accurate downstream activities by automating dependent processes with Archer’s workstream. Our technology replaces manual tagging and off-system paper trails with automated wash/sale restrictions, ready-to-trade alerts following tax sells, and composite membership management linked to exception documentation. Designed by operations experts, Archer’s automated workstream ensures smooth, effortless operations across your firm.

Streamline Operations

Consolidate support for all your portfolios onto one integrated platform.

Launch New Products

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

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Ready to Accelerate Your Workflow?

Contact the Archer team today to see how we ensure rapid, reliable handoffs across your firm.

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