The Archer Platform consolidates every stage of the investment operations lifecycle into a single, seamless cloud-based interface. From account setup and asset valuation to portfolio rebalancing and trade execution — all managed through one powerful system.
Streamline everything from account setup and asset valuation to portfolio rebalancing and trade execution across multiple custodians.
Automated order generation based on model portfolios, custom mandates, and rebalancing rules. Supports block trading and allocation across accounts.
Built-in compliance checks that validate trades against investment guidelines, regulatory requirements, and risk parameters before execution.
Direct connectivity to broker-dealers and execution venues for fast, reliable trade execution with real-time status tracking and confirmation.
Comprehensive reporting tools that transform raw data into clear, actionable intelligence for your investment team and clients.
Accurate, timely performance measurement with GIPS-compliant calculations, attribution analysis, and benchmark comparisons.
Automated generation and distribution of customizable client statements, including holdings, transactions, and performance summaries.
Real-time compliance monitoring with configurable alerts, exception tracking, and audit trails for complete regulatory visibility.
Flexible reporting engine that allows you to build custom reports, dashboards, and data exports tailored to your specific operational needs.
Enterprise-grade portfolio accounting that ensures accuracy and timeliness across all your investment vehicles.
Automated daily NAV calculations with multi-currency support, accrual processing, and independent pricing verification for all asset classes.
Automated trade reconciliation across custodians with exception-based processing, break identification, and resolution tracking.
Comprehensive corporate actions processing including dividends, splits, mergers, tender offers, and other events with full audit trail.
The Archer Platform automates data synchronization, trade reconciliation, performance billing, and investor reporting — all in one system.
Models, mandates, custom portfolios
Tax / ESG Engine • Operations Hub
Wirehouses, TAMPs, Banks
Schedule a personalized demo and discover how the Archer Platform can streamline your investment operations.