Software and service solutions for ultra-high net worth families and their
trusted advisors that deliver
clarity, control and peace of mind
Aggregation

Aggregation

Track investments across all accounts, asset classes, custodians, managers, and currencies. 
Accounting

Accounting

Manage entity books and records for partnerships, trusts, individuals and other legal entities. 
Performance

Performance

Evaluate performance across different levels, date ranges and calculations, including TWR, TR, and IRR.
Reporting

Reporting

Create report packages encompassing financials, allocation, risk and investment positions.


 

News & Events

IPI Advisor/Investor Roundtable
New York, NY | September 9, 2015
Event Details
Southeastern Family Office Forum
Atlanta, GA | September 16, 2015
Event Details
Family Wealth Report Summit
New York, NY | September 24, 2015
Event Details

 


Who Do We Serve?
Family Offices

Family Offices

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.
Investment Advisors

Investment Advisors

A rapidly growing wealth management segment, investment advisors are seeking the proven, efficient, and scalable technology solutions that Archway offers.
Hedge Funds

Hedge Funds

Hedge funds and fund administrators rely upon our integrated investment management, partnership accounting and reporting solution to seamlessly support their operational needs.
Private Banks

Private Banks

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.  Learn More
White Paper: Excel is Not a Database

Explore the pitfalls of Excel as a data tracking and reporting mechanism for complex family wealth.
Guide: Technology Due Diligence

Learn best practices for evaluating wealth management technology within your firm.
A single integrated solution
utilized by the investment, accounting, operations and client reporting departments inside of wealth management firms.