The foundation for every
transaction
asset
entity
generation
vintage
The foundation beneath your wealth, your funds, and your firm. A fully integrated accounting platform and reporting engine. Archway is the primary ledger for 550+ families and $850B+ in assets on the Platform, including 10 of America’s 25 wealthiest families — supporting complex wealth since 2002.
Who we serve
The general ledger purpose built for family offices, private banks, and funds.
The complexity is different for each. The accounting and operational foundation is the same.
SFOs
Every entity, every source, a single book of record.
Every trust, LLC, and partnership adds complexity. Every data feed arrives in its own format. Every principal expects an answer before month end. Archway sits beneath all of it. One general ledger that every report runs through, look-through entity reporting without manual reconstruction, and a book of record that stays current as the structure grows.
What Archway is
The platform supporting the most complex wealth in the world.
Most platforms handle accounting, or reporting, or aggregation. Archway handles all three on one foundation.
Software
A general ledger built for multi-entity wealth. Direct data feeds, configurable reporting on one foundation where every reported number traces back to the same book of record.
the archway platform
One foundation. One ledger. The book of record.
The investment book of record and the accounting book of record have always lived in tension. Different systems with perpetual reconciliation. Archway resolves that at the source. The IBOR and the ABOR are the same. The number on the client statement and the number in the ledger are the same number. Not because they were reconciled. Because they were never apart.
Services
Outsourced operations, run by the team that built the platform.
Automation handles what it can. The rest takes judgment, discretion, accountants and bookkeepers who have done this work long enough to know the difference.
Cash and Expense Management
Household operations, run by accountants and bookkeepers who treat discretion as the job. Invoice intake, approval routing, payment creation, reconciliation — handled end to end.
Consolidated Investment Reporting
Every position across every source, reconciled and reported from the same book of record. Delivered to your team, your clients, or both — branded to your firm.
Family Office Accounting
Waterfall calculations, partnership allocations, capital calls and distributions — delivered by an accounting team that operates inside the same platform.
PERSPECTIVEs
Perspectives from the individuals doing the work.
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