Run one principal's wealth across every entity, every asset class, every generation on one book of record. Built for the operational complexity single family offices actually carry, not the version platforms wish you had.
Run every client family with their own books, their own portal, their own reports all under your firm's brand. One platform underneath. Operationally isolated. Built to scale when families compound and reporting demands grow without warning.
Institutional-grade wealth infrastructure that integrates with your core banking systems and delivers under your bank's brand. The platform UHNW client teams trust when the standard has to hold across every relationship, every audit, every cycle.
Every fund, every vintage, every investor on one auditable book of record. Partnership accounting that runs from the fund agreement, audit trails that hold against every cycle.
The book of record private wealth runs on. One platform holding every position, every entity, every report — built since 2002 for the structural complexity institutional wealth actually carries.
Every report, every statement, every document drawn from the book of record — delivered under your firm's brand. Mobile, tablet, desktop. Branded entirely to you. Archway invisible by design.
Performance, attribution, allocation, look-through entity reporting — every figure drawn from the same general ledger that closes the books. No reconciliation gap between the report and the source. Reporting integrity, by architecture.
Your family doesn't run an office — we do. Bookkeeping, payments, reporting and the portal, all run by Archway's accountants on one general ledger. One engagement. One team. One operation.
Household payments handled with the precision and discretion UHNW principals expect. Invoice intake, approval routing, payment creation and reconciliation — all run by Archway's accountants on the same general ledger that closes the books.
Company news, partnership announcements, leadership appointments, awards, and selected media coverage. For press inquiries, see the media contact below.
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Archway Technology, an Indianapolis-based provider of software products and outsourced support services to the private wealth industry, announces the release of its most recent upgrades across its private wealth technology solution. Ranging from new accounting features and enhanced reporting options to improved advisor-level data access, these new features further enhance Archway’s award-winning integrated accounting software and client portal technology.
“Archway is committed to the continuous improvement of our technology and service solutions,” said Ryan Laughon, President of Archway Technology. “In an effort to keep pace with our aggressive product roadmap, Archway has adopted an upgrade schedule that allows us to provide more enhancements at a greater frequency without sacrificing quality. As a result, our clients benefit from new and enhanced functionality throughout the year.”
The new features deliver a number of key benefits including increased operational efficiencies around AP Vendor 1099 processes, more detailed data capture related to credit card transaction activity and enhanced reporting capabilities designed to streamline report batch setup as well as expand optionality within individual report parameters. For advisors with multiple clients using the platform, the Veridium client portal now offers an enhanced Advisor Login containing an aggregated list of clients, which allows advisors to quickly and easily view individual client investment details. The new login capability provides a centralized point of access so that advisors can efficiently assess performance, allocation and other investment metrics across their client roster. Additional Veridium enhancements include new configuration and display options for improved end-client mobile reporting.
About Archway Technology Partners
Archway Technology Partners, LLC (Archway) is a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, private wealth advisors and fund administrators. Archway’s primary objective is to help private wealth management firms better serve their ultra-high net worth clients through a single, integrated technology offering.
Archway’s proprietary software solution is designed to efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. Clients can choose to operate the web-hosted technology platform themselves through a software-as-a-service deployment or leverage Archway’s high-touch client service team for fully outsourced consolidated investment reporting, bill payment and partnership accounting services.
For more information, visit www.archwaytechnology.net.
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Archway Technology, an Indianapolis-based provider of software products and outsourced support services to the private wealth industry, received awards for Accounting Technology, Client Reporting and Innovative Client Solution at the 2017 Family Wealth Report Awards. The annual awards ceremony was held on March 2nd at the Mandarin Oriental in New York City.
Among several nominees in each of these categories, Archway’s proprietary technology platform was recognized as a robust, best-in-class private wealth solution by a distinguished panel of judges from within the wealth management industry. Archway’s integrated accounting software and mobile client portal technology – coupled with outsourced consolidated investment reporting, bill payment and partnership accounting services – provide a comprehensive technology and technology-enabled service offering that helps satisfy the diverse and varying needs within the private wealth community.
Upon receiving the awards, Archway’s President Ryan Laughon said, “Archway is honored to have been recognized by colleagues within the industry as a leader in the areas of Accounting Technology, Client Reporting and Innovative Client Solutions. As a long-standing technology and services provider to private wealth management firms, these awards highlight our continued ability to design, build and deliver quality solutions to the unique client base we serve.”
ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners. Said Harris, “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards recognize the very best operators in the private client industry.”
About Archway Technology Partners
Archway Technology Partners, LLC (Archway) is a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, private wealth advisors and fund administrators. Archway’s primary objective is to help private wealth management firms better serve their ultra-high net worth clients through a single, integrated technology offering.
Archway’s proprietary software solution is designed to efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. Clients can choose to operate the web-hosted technology platform themselves through a software-as-a-service deployment or leverage Archway’s high-touch client service team for fully outsourced consolidated investment reporting, bill payment and partnership accounting services.
For more information, visit www.archwaytechnology.net.
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Archway Technology, an Indianapolis-based provider of software products and outsourced services to the private wealth industry, has been nominated in the Scale-Up of the Year ($5M-$20M) category for the 2017 TechPoint Mira Awards.
TechPoint, the growth initiative for Indiana’s technology ecosystem, produces the Mira Awards each year to honor the most innovative and successful technologies and technology companies in Indiana.
Alluding to the growth of the technology sector within Indiana, TechPoint President and CEO Mike Langellier said, “In just over a decade, Indiana has seen more than $6.5 billion in acquisitions and IPOs from our tech community. More recently, in 2016, two-thirds of all the venture capital dollars and three-quarters of all the deals raised in Indiana went to tech companies.”
“Archway is honored to be nominated for the 2017 TechPoint Mira Awards,” said Archway CEO Jason Brown. “We have patiently cultivated our firm to be an innovative leader within the Indiana technology community. Our firm has built a strong foundation over the past decade which has allowed us to grow in a steady and healthy manner. As we have expanded from a one-man startup to a team of over 130 professionals, we have continued to focus on hiring Indiana’s best talent while simultaneously expanding our national footprint and maintaining a strong company culture.”
Winners will be announced during the annual Mira Awards gala at The Westin Indianapolis on April 29, 2017.
About Archway Technology Partners
Archway Technology Partners, LLC (Archway) is a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, private wealth advisors and fund administrators. Archway’s primary objective is to help private wealth management firms better serve their ultra-high net worth clients through a single, integrated technology offering.
Archway’s proprietary software solution is designed to efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. Clients can choose to operate the web-hosted technology platform themselves through a software-as-a-service deployment or leverage Archway’s high-touch client service team for fully outsourced consolidated investment reporting, bill payment and partnership accounting services.
For more information, visit www.archwaytechnology.net.
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Archway Technology, an Indianapolis-based provider of software products and outsourced support services for the private wealth industry, has been shortlisted for the 2017 Private Asset Management (PAM) Awards in two categories: Best Family Office Service Provider and Best Reporting Solution.
“Archway is honored to be included among this year’s PAM Awards finalists,” said Ryan Laughon, President of Archway. “We are excited to participate in the awards competition for the third consecutive year and look forward to the announcement of the 2017 winners next month.”
Winners will be announced at an awards ceremony held in New York City on February 13th.
About Archway Technology Partners
Archway Technology Partners, LLC (Archway) is a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, private wealth advisors and fund administrators. Archway’s primary objective is to help private wealth management firms better serve their ultra-high net worth clients through a single, integrated technology offering.
Archway’s proprietary software solution is designed to efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. Clients can choose to operate the web-hosted technology platform themselves through a software-as-a-service deployment or leverage Archway’s high-touch client service team for fully outsourced consolidated investment reporting, bill payment and partnership accounting services.
For more information, visit www.archwaytechnology.net.
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