Archway Group
HQ Address
8888 Keystone Crossing, Suite 1400, Indianapolis, IN 46240, United States
Website Address
Business introduction
The foundation for every transaction
The foundation beneath your wealth, your funds, and your firm. A fully integrated accounting platform and reporting engine. Archway is the primary ledger for 550+ families and $850B+ in assets on the Platform, including 10 of America’s 25 wealthiest families — supporting complex wealth since 2002
We're the record-keeper for the families, funds, and institutions whose numbers span generations.
Archway was founded in 2002 by practitioners who needed a solution that didn't exist yet, and decided to build it themselves. Twenty-four years later, we've expanded to support the full set of needs for a middle and back office — across family office, fund, and institutional operations alike.
Archway Group Solutions
Archway Client Portal
The problem we're solving The book of record and the client portal shouldn't be two different products. Most firms running wealth for principals, families, and institutional clients hold their book of record in one platform and deliver client access through another. The book of record closes. The data has to move. Synced......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
Archway Platform
The problem we're solving The seams between systems are what your team reconciles before the books can close. The reporting system was bought from one vendor. The accounting system was bought from another. The aggregation tool came from a third. Each one owns a copy of the data. Each one exports to......
business needs
- Business Process Management & Outsourcing
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Outsourced Consolidated Reporting
Today's ultra-high-net-worth investors demand reliability, elegance and — above all — accuracy in their investment reporting. Together with Archway Family Office Services, you can create a world-class reporting experience for your clients. Our consolidated investment reporting service aggregates managed and held-away investment information across public and private assets to give......
business needs
- Business Intelligence & Practice Management
- Business Process Management & Outsourcing
- Portfolio Build, Analysis & Reporting
Partnership Administration
It’s no secret that partnerships, pooled investment vehicles and private funds are inherently challenging to manage. With complex opt-in investing structures, capital calls and distributions, evolving ownership ratios, contributed securities and varying investment types, partnerships can be difficult to track and – more importantly – report on. Archway's outsourced partnership administration......
business needs
- Business Process Management & Outsourcing
- Client Engagement & Management
- Portfolio & Wealth Management Systems
Personal Expense Management
Paying bills on behalf of high-net-worth families and individuals requires rigorous controls and processes. But traditional bill pay solutions oftentimes consist of highly manual processes and poorly suited software to manage vendor information, track expenses, manage cash flow and pay bills. To serve the unique expense management needs of wealthy families,......
business needs
- Business Process Management & Outsourcing
- Data Management & Analysis
- Portfolio & Wealth Management Systems
