Support Institutional Investors

Customizable support for complex investment vehicles


When it comes to large and complex institutional portfolios, speed and accuracy are key. Providing high-quality client service to institutional clients requires dedicated resources for client support in addition to managing investments.

Speed up and simplify operations at every stage to stay focused on what matters most — managing investment portfolios, building client relationships, and scaling your business. An industry leader in delivering personalized solutions, Archer provides institutional investment managers a complete solution that integrates with custodians, administrators, and brokers for efficient trade flows, automated multi-currency reporting, and timely reconciliation.

Archer’s complete middle office solution supports institutional investment managers with customizable support for complex investment vehicles, including:

  • Speed to market for new asset classes and investment types
  • Fixed, predictable investment operations and technology costs
  • Timely and accurate beginning-of-day, multi-currency Investment Book of Record (IBOR)
  • Full integration with a wide range of third-party trade order and portfolio management systems
  • Customized reporting and aggregate performance data for investor presentations
  • Integration with custodians, administrators, and brokers for efficient trade flows, automated multi-currency reports, and exacting reconciliation
  • Processing of mandatory and voluntary corporate actions, ensuring compliance with investment policies.

Our robust platform and middle office support streamlines portfolio management, enabling asset managers to focus on institutional investment performance, and operations teams to shift to strategic oversight.

The Proven Solution for Institutional Portfolios

The Challenge

An institutional asset manager was growing through acquisition, with newly integrated teams using disparate systems to each with their own unique operational processes, support their accounts. Multiple team locations, complex investments, and differing customized reporting added to growing operational challenges, reducing the potential ROI on new acquisitions.

Archer's Solution

The Solution

Working with the asset manager, Archer developed processes that integrated preferred OMS/EMS vendors with a single investment book of records to 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.

The Challenge



Ready to Streamline Your Institutional Portfolio Operations?

Connect with our team to find out how Archer can keep you ahead of institutional investors’ needs.

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