Expand Distribution

Quickly grow product distribution with integrated support

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The key to expanding product distribution options is having the right infrastructure support. No investment team wants to waste resources managing technology and personnel in-house when it could be focusing on growth.

Archer puts your team on the fast track to enter new distribution opportunities. From UMA model delivery to SMA participation, our powerful technology and industry connections significantly reduce cost of entry and time to market. We leverage long-term relationships with custodians and brokers to ensure sponsor program compatibility and unencumbered data flow.

Thanks to our enterprise web-based platform, every element of our turnkey technology integrates seamlessly with your existing system – including individual account and composite performance support. And with full outsourcing support from our experienced operations team, we enable your team to hit the ground running.

The Proven Solution for Expanding Distribution

The Challenge

A global investment manager specializing in liquid real assets was seeking a way to gain market share with advisors that service high-net-worth clients. The firm had been offering a suite of model-delivery strategies through UMA platforms and had significant interest from advisors to access the firm’s investment expertise through SMA strategies, whose tax and expense benefits were attractive to high-net-worth investors. Without the infrastructure in place to support separate accounts at scale, the manager needed a way to quickly enter this new market.

Archer's Solution

The Solution

The firm tapped Archer to get its SMA offering quickly to market with strategies that had previously only been available via mutual funds and closed-end funds. Archer’s operations solution included account maintenance and trade administration services, and its technology enabled the needed connections to wirehouses and other institutional providers. The firm was able to quickly and efficiently introduce the SMA strategies, and capture advisors’ and investors’ interest. The firm successfully leveraged their existing products into new distribution opportunities, experiencing growth without increasing their technology or operations footprint.

The Challenge

EXPLORE ADDITIONAL RESOURCES

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Connect with our team to find out how Archer can streamline product distribution processes at your firm.

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