Archway today announced a newly redesigned user interface (UI) for the Archway Platform^SM. The latest version of the Platform features marked improvements to its underlying front-end technology, enabling the continued roll-out of large-scale innovations that extend the platform’s existing capabilities and introduce a diverse range of future features and functionality.

As the next generation of wealth becomes more involved in family office technology selections, Archway determined a new UI as an opportunity to rethink the way the Archway Platform engages its users. Enhancements include an overall refresh of the platform’s front-end technology and appearance, the introduction of new branding and personalization options for clients, streamlined favorite and default settings for most-used tools, simplified enterprise and entity navigation selection, and an improved mobile experience for end-client reporting.

“We are thrilled to share the continued investments we make in delivering features, functionality and UI enhancements that enrich the user experience within the Archway Platform,” said Paul Freeland, Managing Director of Archway. “Our clients will benefit from a contemporary adaptation of the Archway Platform that retains the familiarity of the legacy user interface, while modernizing the client portal and overall reporting experience for their end-clients. Each of the enhancements were intentionally and thoughtfully designed to improve interaction with the features most important to users and provide them with more control of their experience.”

The Archway Platform and suite of family office services are leveraged by hundreds of family offices and high-net-worth families. The platform has been repeatedly recognized as a best accounting technology solution for family offices. Most recently, the Archway Platform was recognized as the operations and reporting engine behind the award-winning Family Office Services outsourced service suite, which includes outsourced consolidated client reporting, portfolio reconciliation, partnership accounting and bill payment.

Archway Family Office Services is focused on delivering technology and technology-enabled services to family offices, including seven of the top 15 wealthiest American families, and financial institutions serving ultra-high-net-worth families.

Archway today announced enhancements to its Platform to automate alternative investment data workflows involving a strategic partnership with Canoe Intelligence (Canoe), a financial technology company focused on reimagining data management processes for alternative investors and capital allocators.

“As a part of our long-term vision for the Archway Platform, we have prioritized building data connectivity and integrations with complementary family office solutions that improve core business functions for our clients,” said Paul Freeland, Managing Director of Archway. “Family offices have a critical need for increased efficiency and automation of the otherwise manual activities associated with alternative investment data collection. We are excited to leverage Canoe’s automated workflow processes to enable our clients to receive extracts of their alternative investment data across statements, funds and managers for electronic import into the Archway Platform.”

As family offices continue to increase allocations to private equity, hedge funds, venture capital and real estate, they are seeking solutions to simplify the data aggregation required to report alternative investment performance and more efficiently complete the associated accounting. Through this strategic partnership with Canoe, automated workflows, such as document collection, data extraction and data delivery, can be integrated into the Archway Platform allowing its users to achieve greater efficiency in their alternative investment data processing. By leveraging these integrated tools, clients are able to seamlessly input, track and report on alternative investment data as a part of their broader investment portfolios.

“We are thrilled to partner with Archway and continue enhancing the technology and tools available to family offices and wealth managers allocating to alternatives,” said Michael Muniz, Partner and Chief Revenue Officer at Canoe Intelligence. “By working together, we are not only able to help Archway clients automate document collection, improve data extraction and validation accuracy, and automate delivery into the Archway Platform, but we are also able to help increase transparency and control over their entire alternative investment document workflow.”

Archway was recognized as the “Best Outsourcing / Business Process Outsourcing Provider” at the 2020 Family Wealth Report Awards.

“Archway is honored to be an award-winner at the Family Wealth Report Awards for the fifth consecutive year,” said Ryan Laughon, Head of Archway. “We have always prided ourselves on the variety and flexibility of our family office solutions and being recognized as the leading outsourced service provider this year underscores our unparalleled competencies in both technology and service solutions. This award highlights our firm’s ability to provide comprehensive bill payment, partnership accounting and client reporting service solutions and serves as a testament to the world-class team that supports our unique and complex client base.”

Archway has announced it is rolling out a new user interface for its award-winning Archway Platform℠ in late 2020.

The new user interface will include simplified navigational constructs and enhancements to its on-screen reporting including improved dashboard-style views. Additionally, the Archway Platform’s new front-end will be rewritten using responsive web design that will allow clients to access the platform via their mobile devices. The upgraded UI will also boast a new color scheme that enhances the overall aesthetic of the platform and offers end-users greater control over their display while improving visibility across the application. The upgrade is focused exclusively on enhancing the user experience and does not affect the technology’s underlying processing engine.

“After 18 months of intense design and development work, we are excited to announce that later this year we will be unveiling a reimagined and streamlined user interface for our family office fintech platform,” said Ryan Laughon, Head of Archway. “As an immediate result of this upgrade, our clients will enjoy a simplified, modern and responsive user interface affording them greater mobility and flexibility when using the application. Additionally, the move to a new front-end architecture represents a significant shift in our development strategy and provides our team with greater flexibility as we plan for future enhancements to the Archway Platform. Looking beyond 2020, this project will put us in a position to further enhance our workflow processes and develop new, innovative functionality that will ultimately deliver greater efficiencies to our clients.”

Archway, an Indianapolis-based provider of technology and technology-enabled services to the wealth management industry, announced it has been shortlisted in four categories for the 2020 Family Wealth Report Awards.

Out of a record number of submissions this year, Archway will compete for the top honors in the Accounting Technology, Consolidated Reporting, Outsourcing / Business Process Outsourcing and Innovative Client Solution categories. Winners will be announced on March 18, 2020 at the Mandarin Oriental in New York.

"We are pleased to be a finalist at the Family Wealth Report Awards for a fifth consecutive year,” said Ryan Laughon, President of Archway. “This recognition underscores Archway’s commitment to providing industry-leading technology and outsourced services to the family office market.”

Archway, an Indianapolis-based provider of technology and technology-enabled services to the wealth management industry, announced further expansion to its Indianapolis office. The latest addition comes within a year of the firm’s announcement of its newly redesigned office space in June 2018.

The expansion doubles Archway’s Indianapolis footprint and brings the firm’s floor space to over 40,000 square feet. With room for 250 employees, the updated space has been designed in anticipation of significant growth across the firm’s financial technology and fund administration practices. The addition also features more than 25 new meeting spaces and collaboration areas across the office’s open floor plan.