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 you and your clients a holistic, accurate view of their net worth.

Our team of operational and business-process-outsourcing experts work as an extension of your in-house reporting team to create tailored client and management reporting. Using custom client statements, report packages and a digital client portal, you can securely deliver unmatched transparency across your client’s consolidated holdings, performance, exposure and investment allocation details.