Solution introduction
A digital client reporting experience that gives your clients on-demand access to the financial information they need on the devices they use most
A powerful reporting tool that engages your clients by making the complex simple
Client reporting should be sophisticated but flexible, elegant but meaningful and secure but accessible. The Archway Client Portal delivers a compelling way to analyze and present complex financial information to your high-net-worth clients.
Featuring interactive reporting dashboards, customizable data views and organized document storage, the Archway Client Portal is a highly-secure, bank-grade reporting tool that can be used to share consolidated wealth information with your clients on any device, at any time.
