Streamline Operations

A single solution for the entire account lifecycle


When it comes to investment management operations, it’s all too easy for time-intensive administrative duties to overtake the actual management of investments. Archer helps managers streamline operations across all channels, including institutional, retail and private wealth.

Archer automates key processes including portfolio accounting, reconciliation, document management, activity tracking and performance management. Managers seeking middle office services can access a single book of records for different investment products and workstream tools, automatically connecting investment decisions to account actions, and improving data visibility.

Archer easily integrates with custodians, administrators, and brokers for efficient trade flows, automated multi-currency reporting, and exacting reconciliation. Our robust ecosystem ensures seamless integration from Omgeo to trade settlements to SWIFT messaging with real-time status views.

For large and complex institutional investment portfolios, Archer provides comprehensive middle office outsourcing and customized, consultative support. From processing corporate actions to ensuring compliance with investment policies, managers benefit from customized reporting, variation margin, and aggregate performance data to streamline every aspect of portfolio management.

Technology Driving Growth

Investment managers seeking growth have been focused on various aspects of digital transformation for years. Today’s asset managers are leveraging technology to offer personalized investments, get the most out of their data, and better understand investment performance.

The Proven Solution for Streamlining Operations

The Challenge

An investment firm with an institutional and high net worth 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


Ready to Streamline Your Operations?

Connect with our team to find out how Archer can consolidate operations support at your firm.

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