A single solution for the entire account lifecycle
The Proven Solution for Streamlining Operations
An investment firm with an institutional and HNW distribution focus offered one retail SMA product that required a separate accounting and trading system. Each new account required entries to multiple systems to accommodate billing, asset reporting, performance composites, and other firm-level integrations. Through acquisition, the firm gained additional products that were run from various locations on other operating systems. The resulting operational complexity to support multiple processes, systems, and locations taxed resources and distracted from the business of investment management.
Archer’s total solution of operational services and robust, web-based enterprise application software provided unifying technology while expertly supporting day-to-day operations. With greatly simplified operations across products and distribution streams, resources were unlocked to focus on investment management and growing revenues. Their Chief Operating Officer noted that with Archer as a resource, they improved their scalability for new business and new products.
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