Streamline Operations

A single solution for the entire account lifecycle

When it comes to investment management operations, it’s all too easy for administrative duties to overtake the actual management of investments. Time-intensive processes and operational frictions pile up to prevent investment management teams from putting their expertise to use.

Consolidate support for all your portfolios onto a single platform with Archer. Combining integrated technology with right-sized outsourcing capabilities, our total solution improves efficiencies and operating margins so your team can get back to growing business.

Archer’s cloud-based platform automates key processes including reconciliation, document management, activity tracking and performance management. Your team can access a single book of records for different investment products, while our workstream tools automatically connect investment decisions to account actions. Our robust ecosystem of connections ensures seamless integration from Omgeo to trade settlements to SWIFT messaging – and to your team, thanks to real-time status views.

And where your team needs support, our expert operations team is at the ready. From everyday administrative duties to more specialized skills supporting new products or distribution streams, Archer takes on a consultative approach to work alongside your team and meet your clients’ requests. Simply select the services you need – Archer’s complete middle-to-back office support frees your team to focus on growth.

News and Insights

September 15, 2020

As seen in Family Wealth Report: How Growth-Minded Investment Managers Can Thrive In New Landscape

July 10, 2020

Christopher Parris Joins Archer

The Proven Solution for Streamlining Operations

The Challenge

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 Solution

The Solution

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.

The Challenge