Operations Outsourcing

Archway is committed to helping our customers gain more bandwidth from their technology investment. One approach Archway can provide to help customers recognize the value of their investment is a program that enables managers to concentrate on generating profit as opposed to back-office administration. This program is known as Operations Outsourcing.

Operations Outsourcing provides customers the opportunity to leverage an experienced group of professionals to manage the operational efforts needed to maintain accounting activities throughout the month while still allowing users full access to ATWeb. 

The value Archway’s OO service provides to our customers enrolled in the program is the ability to offload several non value-added tasks enabling you more time to focus on the value-added tasks that can improve the performance of your fund(s).

Sample Services include:

> Portfolio and Cash Reconciliation
> Tax Lot Accounting
> Pricing and Valuation
> Automated Investor Allocations
        >> Gain / Loss, Taxes, Fees
> Online Investor Portal
> Complete Fund Financials
> Annual Audit Package

This service allows you and your clients access to the ATWeb platform so you can monitor and self-serve critical information about your operations.