Solution introduction

A powerful wealth management technology solution designed to give you a 360-degree view of your client’s wealth

Managing complex wealth – simplified

In the early 2000s, Archway Family Office Services created a sophisticated, enterprise wealth management platform to give family offices and financial institutions a simpler alternative to disconnected, single-purpose technology solutions. Withstanding the test of time and advancing every step of the way, the Archway Platform makes the complex look simple — unifying the accounting, investment data aggregation and reporting tools you need within a single, integrated platform.

Designed on top of a core general ledger, the technology automates the creation of accounting records across dozens of business functions — like traditional and alternative investment transactions, cash movements, bill payments, fee calculations and capital distributions — allowing your accounting, investment and administrative teams to work within the same application. Plus, the Archway Platform's built-in reporting engine allows you to leverage all of the underlying data to produce comprehensive financial reporting across entities, portfolios, managers, currencies and investments.

Discover the ultimate private wealth management technology ecosystem for family offices and financial institutions.

 

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