Support Institutional Investors
Customizable support for complex investment vehicles
The Proven Solution for Institutional Portfolios
An institutional asset manager was growing through acquisition, with newly integrated teams using multiple, disparate systems to support their accounts, each with their own unique operational processes. Multiple team locations, sophisticated investments, and differing customized reporting added to growing operational complexity, reducing the ROI on new acquisitions.
Working with the asset manager, Archer developed processes that integrated preferred OMS/EMS vendors with a single investment book of records to greatly simplify operations without sacrificing flexibility. With one system supporting all assets and locations, portfolio accounting, performance measurement, billing, and reporting were greatly streamlined. Operational support was also customized and centralized to provide a strong foundation for growing the business. As a result, new acquisitions were able to be added more quickly, improving the ROI. Consistent support and firm-wide views across mutual funds, ETF holdings, and separate accounts improved compliance and firm-level reporting.
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