Archway's client portal is built with multiple layers of technology and services that make it a robust engine for complex, end-client reporting. Using the data housed in ATWeb, the platform’s foundation sets the stage for a profoundly secure and highly-interactive user experience. As a result, Veridium enables wealth management firms to offer their clients a truly differentiated service offering.

As technology continues to advance and UHNW clients become increasingly technology savvy, Archway's next generation, mobile-enabled client portal is designed to evolve to meet these rapidly evolving demands. What Archway has built for today will seamlessly adapt for tomorrow and beyond.

 
How Can Our Client Portal Promote Investor Communication?
Optimal scalability
Grow your business without questioning whether or not your technology platform can scale with your expanding client and operational requirements.

Extensive portability
Grant clients access to their financial information through a completely white-labeled portal that can be accessed anytime, anywhere from a laptop, tablets or smart phone.

Limitless flexibility
Customize each client's experience to provide specific individual or consolidated views of your ultra-high net worth clients' holdings, performance, risk, allocation and net worth.

Intuitive usability
Designed to deliver a highly-intuitive, interactive user experience, the client portal delivers the full range of complex client data in a graphical, dashboard-style display with drill-through detail.

Future-proof extensibility
Invest in a client portal built upon a technology foundation that is designed to seamlessly serve both today's and tomorrow's needs alike.

Superior data security
Ensure clients that their financial information is protected from misuse, theft and disaster using Archway's stringent security and maintenance protocols.
A feature-rich, next-generation client portal that completely redefines
how you and your clients access, analyze and view
complex financial information via the web.
 

Product: ATWeb

ATWeb allows clients to streamline their accounting, investment management and reporting operations through a single software solution.
Learn how ATWeb improves your business 

Topic: Industry Trends

Innovations in Private Wealth Technology & Reporting dives into how firms are driving towards more streamlined, enterprise-wide technology.
Learn how the private wealth industry is streamling operations