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Can Technology Change Your Business?
Archway provides the single most comprehensive and powerful solution for empowering wealth management firms to
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Software and service solutions
-high net worth families and their
trusted advisors that deliver
clarity, control and peace of mind
Track investments across all accounts, asset classes, custodians, managers, and currencies.
Manage entity books and records for partnerships, trusts, individuals and other legal entities.
Evaluate performance across different levels, date ranges and calculations, including TWR, TR, and IRR.
Create report packages encompassing financials, allocation, risk and investment positions.
More than 200 on-demand reports, from single-page client financial summaries
to detailed holdings, transaction and performance reporting.
Who Do We
As families grow and invest, our solutions help single family offices and multi-family offices support and deliver all of the services associated with managing complex wealth.
A rapidly growing wealth management segment, investment advisors are seeking the proven, efficient, and scalable technology solutions that Archway offers.
Hedge funds and fund administrators rely upon our integrated investment management, partnership accounting and reporting solution to seamlessly support their operational needs.
Private banks turn to Archway to provide a suite of complementary technology solutions and outsourced services to differentiate their product and maximize client AUM.
Access product and industry information through our extensive resource center.
Excel is Not a Database
Explore the pitfalls of Excel as a data tracking and reporting mechanism for complex family wealth.
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2015 PAM Awards
Archway Technology Partners Receives the 2015 PAM Award for Best Technology Platform.
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Technology Due Diligence
Learn best practices for evaluating wealth management technology within your firm.
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A single integrated solution
utilized by the investment, accounting, operations and client reporting departments inside of wealth management firms.
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Who We Serve
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INDIANAPOLIS • DENVER •