Archer (Archer IMS) provides cloud-based software and middle-office services for asset and wealth managers. Founded in 2000, Archer helps firms streamline operations and launch investment products. Our platform handles trade management, reporting, and portfolio accounting for hundreds of firms worldwide.
Archer Investment Management Solutions
Proudly based in
Baltimore, MD
Year 2000
25+ years of innovation
Comprehensive middle-office support that handles the operational complexity of investment management, from trade processing to reconciliation, so you can focus on investing.
A unified, scalable technology platform built in the cloud that consolidates the full investment operations lifecycle into a single, intuitive interface.
End-to-end SMA solutions that enable firms to build, customize, and distribute hyper-personalized retail portfolios at massive scale across distribution channels.
From our founding to becoming a leader in investment operations technology, Archer has been at the forefront of innovation.
Archer was founded with a vision to transform how investment managers handle their middle-office operations through technology and outsourced services.
Launched our first cloud-based investment operations platform, pioneering the move from on-premise to cloud-native infrastructure for asset managers.
Expanded our platform to support the rapidly growing Separately Managed Account market, introducing direct indexing and tax optimization capabilities.
Built out our multi-custodial network, integrating directly with major wirehouses, TAMPs, and banks to provide seamless distribution for our clients.
Reached the milestone of supporting over 500 investment firms on our platform, processing billions of dollars in daily trade volume.
Expanded capabilities and distribution reach through strategic partnerships, creating a powerful combination of technology-driven operations and global scale.
The restaurant (the investment manager) focuses on creating great recipes (investing strategies). Archer (the prep team) handles the washing, chopping, and all backend operations — so the food gets to tables faster. We handle the operational complexity so you can focus entirely on delivering exceptional investment performance to your clients.
Through strategic partnerships and integrations, Archer has built a powerful ecosystem that combines technology-driven operations expertise with global scale and infrastructure. This enables our clients to:
Discover how our 25+ years of investment operations expertise can help your firm scale and succeed.