About Archway
Archway by Archway is a specialized investment management and portfolio accounting platform designed to serve high-net-worth advisors, family offices, and complex wealth management firms.
Archway by Archway is a specialized investment management and portfolio accounting platform designed to serve high-net-worth advisors, family offices, and complex wealth management firms. Its primary purpose is to deliver a comprehensive solution for investment accounting, reporting, and performance tracking, particularly for clients with intricate financial structures. The platform is known for its strong general ledger foundation, multi-entity accounting capabilities, and detailed reporting features. Key functionalities include partnership accounting, multi-currency support, consolidated reporting, and customizable client statements, making it well-suited for firms managing sophisticated portfolios.
Pros & Cons
- It handles messy, multi-layered ownership structures that usually break standard accounting software.
- Having your general ledger and investment data in one spot stops the "spreadsheet nightmare" for good.
- The system was built specifically for the ultra-wealthy, so it actually understands how family offices operate.
- You can choose to run the tech yourself or just hand the grunt work to their team.
- The reporting is incredibly deep, letting you slice and dice data for even the pickiest clients.
- With hundreds of reports and deep settings, getting your head around the whole system takes some time.
- It’s definitely overkill for smaller firms that don’t deal with complex, multi-generational entity structures.
- Migrating decades of legacy data into such a robust system is going to be a heavy lift.
- The heavy focus on back-office power might make the interface feel a bit clinical for some users.
- You’ll likely need a dedicated person or their service team to keep the data integrity perfectly clean.
Features
Key features
Automatically books journal entries alongside portfolio transactions to ensure real-time, accurate financial recordkeeping.
Untangles complex legal entity structures to provide transparency into both direct and indirect holdings across generations.
Consolidates information across various custodians, managers, and currencies into a single, unified net worth view.
Handles intricate capital movements and reporting requirements specifically designed for private equity and family partnerships.
Offers a secure, mobile-friendly interface for ultra-high-net-worth clients to access personalized and dynamic financial reports.
Additional features
Automatically captures accounting detail in a customized chart of accounts as you process transactions and move cash.
Pulls together accounts and investments from various sources to eliminate the need for manual spreadsheets.
Delivers comprehensive insights by merging complex accounting data with granular investment performance details.
Manages the nuances of complex ownership structures, including tracking capital movements between trusts and owners.
Provides a dedicated bill payment service to streamline the day-to-day cash flow needs of wealthy families.
Serves as a secure hub where clients can view their financial status through a branded, mobile-accessible interface.
Books underlying ledger entries instantly when gifting securities, paying bills, or processing portfolio activity.
Features hundreds of parameter-driven reports covering financial statements, performance, allocation, and risk exposure.
Offers the option to have the Archway team operate the platform's tools and manage back-office tasks for you.
Enables accurate reporting and tracking of assets held in different global currencies.
Provides expert assistance in setting up automated data feeds and training staff during the onboarding process.
Ensures honest and accurate reporting by maintaining a rigorous trail of all financial and investment activity.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Archway
Archway by Archway is a specialized investment management and portfolio accounting platform designed to serve high-net-worth advisors, family offices, and complex wealth management firms.
Archway Details
Archway's In-App Market Place
Does Archway have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N.A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), NOK (kr), DKK (kr), HKD (HK$), NZD (NZ$), SGD (S$), KRW (₩), INR (₹), RUB (₽)
Pros & Cons
- It handles messy, multi-layered ownership structures that usually break standard accounting software.
- Having your general ledger and investment data in one spot stops the "spreadsheet nightmare" for good.
- The system was built specifically for the ultra-wealthy, so it actually understands how family offices operate.
- You can choose to run the tech yourself or just hand the grunt work to their team.
- The reporting is incredibly deep, letting you slice and dice data for even the pickiest clients.
- With hundreds of reports and deep settings, getting your head around the whole system takes some time.
- It’s definitely overkill for smaller firms that don’t deal with complex, multi-generational entity structures.
- Migrating decades of legacy data into such a robust system is going to be a heavy lift.
- The heavy focus on back-office power might make the interface feel a bit clinical for some users.
- You’ll likely need a dedicated person or their service team to keep the data integrity perfectly clean.
Archway's Support Options
Email Address
sales@archwaygroup.comContact
317.819.5501Archway's Alternatives
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