Archway Technology Unveils Latest Product Enhancements

Archway Technology Unveils Latest Product Enhancements

Posted: 11/16/2016

INDIANAPOLIS, November 16, 2016 – Archway Technology, an Indianapolis-based provider of software products and outsourced support services for the private wealth industry, announces the release of ATWeb v5.4, the most recent software upgrade for its flagship ATWeb product, as well as multiple functionality upgrades for its Veridium client portal. Featuring improved data aggregation and data processing options, mobile client portal features, a variety of new enterprise-level capabilities and multiple reporting enhancements, these upgrades demonstrate Archway’s dedication to continuous improvement of its private wealth technology solutions.
 
“When Archway first began, we made a promise to our clients to never stop innovating,” said Jason Brown, CEO of Archway. “We continue to uphold that promise with every new feature, report and integration we build. ATWeb is the most powerful, integrated private wealth technology solution available today. As the market leader, it is our responsibility to deliver a true integrated, user-friendly solution. New configuration options for our proprietary data feeds and enhanced reporting capabilities provide clients with more control over the aggregation and presentation of their financial data. These enhancements, among many others, continue to help us ensure that our clients have access to enterprise-grade technology and services.”
 
Refreshed Data Aggregation Capabilities
 
To facilitate a more streamlined data aggregation process, Archway released multiple new methods of loading data into ATWeb. Archway launched several new data integrations with financial institutions, adding to its extensive list of direct data feeds with leading custodians, brokerage firms, banks and other financial institutions. New data upload templates were also deployed which offer clients an additional means to seamlessly import large batches of data into the platform.
 
End-Client Access to Enhanced Mobile Features
 
With the launch of the Veridium client portal in 2015, the firm revamped how, where and when the end client has the ability to view their consolidated financial picture. The mobile-enabled application provides flexibility in its design based on each user’s preferences allowing family offices and advisors to configure a completely personalized user-experience for the end client.
 
Archway has built upon this foundation by providing additional data views, enhanced configuration options and extended workflow capabilities. As a result, end users have more control over how they consume their personal financial information – from the ability to interactively change and program how they view their personal data to the ability to participate in the invoice approval process as it relates to bill pay and expense management. Specifically, this new hands-on approach to workflow approvals allows family members to view and approve bills based on pre-defined, vendor-specific thresholds as well as receive notifications for items pending approval via their mobile devices.
 
“We have spent nearly 15 years working with family offices to develop a technology solution that works not only for their back-office staff, but also for the family itself,” said Anya Janeway, Vice President of Client Services. “We are constantly gathering feedback from our clients through user conference events, client message boards and direct contact with our support staff to better understand how we can improve our solutions. The features introduced in this release reflect the valuable insight we gain from our clients through these communication channels. New and improved client reporting, additional client portal functionality and extended workflow capabilities offer our clients greater opportunities to consume and explore their financial data with efficiency and ease.”
 
About Archway Technology
Over the course of the last decade, Archway Technology has been at the forefront of the ultra-high net worth consolidated accounting, investment management and reporting industry, by providing the single most comprehensive and powerful solution for empowering wealth management firms to more effectively and efficiently deploy, protect and grow client wealth.
 
Archway’s enterprise-grade software has been purpose-built to serve the full universe of private wealth back-office and front-office needs through a single, integrated technology platform. The proprietary platform supports complex partnership, portfolio and internal accounting capabilities alongside client fee billing, investment management and multi-asset data aggregation enabled by direct electronic integrations with the world’s leading banks and custodians.
 
For more information about Archway, please visit www.archwaytechnology.net.

Contact:
Chelsea Spoor
Senior Sales Associate
cspoor@archwaytechnology.net


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