Resource Library


Demos

ATWeb

ATWeb

Take an inside look at ATWeb, Archway's flagship software offering designed to simplify and optimize the accounting, operations and reporting functions of private wealth firms through a single, integrated technology platform

 
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White Papers

Innovations in Private Wealth Technology & Reporting

Innovations in Private Wealth Technology & Reporting

Learn how private wealth firms are driving towards a more streamlined, enterprise-wide approach to technology
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Internet Security for Family Offices: 10 Steps to Protect Online Information

Internet Security for Family Offices: 10 Steps to Protect Online Information

The Internet has brought connection, communication and efficiency to the business world, including family offices. However, conducting business online without proper security and knowledge of risks can endanger the family and its sensitive financial and personal data.
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Form PF: Decoding the Mystery

Form PF: Decoding the Mystery

Form PF is the latest hot-button issue in the investment industry. Its purpose and complexities have been an enigma for many across the investment landscape. Our objective is to shed some light on this subject in order to decode the mystery.
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Optimize the Creation of Performance Reporting

Optimize the Creation of Performance Reporting

The need for transparency into investments continues to grow given the turbulent times following the financial crisis of 2008-2009 and the increasing complextity of private wealth portfolios. Investment performance reports are relied upon to deliver increased levels of information, reveal critical insights and drive action in order to protect and grow assets. However, if the data is not easily understood by the end user, the reports may in fact produce the opposite effect.
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The True Definition of Integration

The True Definition of Integration

Practically every software provider claims to offer some flavor of "integrated platform" or "best-of-breed" solution, but what does the phrase "integrated platform" truly mean? This White Paper examines the various aspects of system integration and how a truly integrated solution can have a profound effect on your business.
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Excel is Not a Database

Excel is Not a Database

Managing your data can be complicated enough without having to use ancillary methods of data tracking and numerous spreadsheets cobbled together in order to see the big picture. This White Paper explores the pitfalls of utilizing Excel as a data tracking and reporting mechanism and sheds light on more efficient, accurate and productive options.
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Web Hosting vs. Cloud Computing

Web Hosting vs. Cloud Computing

When considering how and where to host your important data, two main options exist: Web hosting and cloud computing. This White Paper delves into these two options, explores the pros and cons of each and outlines what critical factors to consider when making the decision of where to host your data.
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Solution Sheets

ATWeb Solution Sheet

ATWeb

Discover how ATWeb enables clients to optimize and dramatically simplify the operations and reporting of their firm through a single software solution
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Veridium Client Portal Solution Sheet

Veridium Client Portal

Find out how Veridium can help you communicate more efficiently while transforming your clients’ reporting experience
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Outsourced Consolidated Reporting

Outsourced Consolidated Reporting

Understand how Archway couples industry-leading technology and unparalleled service to provide the most powerful, unified and independent view of your client’s complete wealth picture
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Outsourced Bill Payment Service

Outsourced Bill Payment Service

Learn about Archway's bill payment solution for wealthy families and individuals
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Outsourced Partnership Accounting Service

Outsourced Partnership Accounting Service

Learn how Archway uses highly-specialized knowledge and purpose-built technology to deliver exceptional administration and accurate reporting services for your investment partnerships
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Family Offices Solution Sheet

Family Offices

Discover how ATWeb supports the full range of accounting, investment management and reporting needs of family offices
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Private Banks Solution Sheet

Private Banks

Learn how leading private banks are leveraging Archway's suite of complementary technology solutions and outsourced services to help differentiate and enhance their private wealth offering
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Private Wealth Advisors Solution Sheet

Private Wealth Advisors

Understand how ATWeb helps private wealth firms manage their clients’ data in an accurate, reliable manner
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Hedge Funds & Fund Administrators Solution Sheet

Hedge Funds & Fund Administrators

Find out how ATWeb can seamlessly support your fund’s accounting and administration needs
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Guides

25 Technology Questions: Investment Advisors

25 Technology Questions: Investment Advisors

As an investment advisor, you require a sophisticated set of tools that track, aggregate and report on your clients’ investments. With portfolios containing both public marketable securities and private investment vehicles, your need for a comprehensive wealth management technology solution is top of mind. Ideally, you would implement a single system that is capable of handling your portfolio, performance and operational needs but how do you know which system is right for your firm?
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50 Technology Questions: Executives

50 Technology Questions: Executives

Know the questions every private wealth executive should be asking as they evaluate wealth management technology

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50 Technology Questions: Accountants

50 Technology Questions: Accountants

Your role as an accountant is pivotal to your organization, yet you may find yourself bogged down by spreadsheets, manual data entry and error-prone reconciliation exercises. In an effort to improve your current accounting processes, you’ve begun researching integrated accounting, investment management and reporting solutions. You and your team have likely drafted a specifications list a flexible General Ledger, bill pay functionality, partnership accounting capabilities but how do you know which questions to ask?
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25 Technology Questions: IT Professionals

25 Technology Questions: IT Professionals

As an IT professional in the wealth management industry, it is your responsibility to ensure the security of your clients’ data. From physical environments to virtual networks, your clients rely on you to protect their financial information and personal details. This is especially true as your firm transitions to a new or replacement technology solution.
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