Arch, a modern platform for tracking private markets investments, and Archway Group, a leading provider of technology and outsourced services to single- and multi-family offices, today announced a strategic partnership aimed at delivering a unified, end-to-end solution for UHNW investors and their advisors. This collaboration integrates Arch’s alternative investment data into Archway’s robust accounting and reporting platform, providing greater visibility into a client’s portfolio across both private and public investments.

As global alternative investments approach a projected $29.2 trillion in 2029, there is a clear demand for modern reporting tools that simplify private investment management. This partnership brings together two client-centric firms to provide investors with a consolidated view of investment data, streamlined accounting and reporting, as well as access to real-time portfolio insights through a secure, all-in-one portal.

“Archway is one of the most established and respected providers of accounting and portfolio reporting software in the industry,” said Ryan Eisenman, co-founder and CEO of Arch. “We’ve long served many of the same multibillion-dollar family office clients, and it’s clear that the new Archway management team shares our commitment to delivering an exceptional experience for family offices, private banks, private wealth teams and alternative asset managers. This partnership represents an opportunity to bring the market a fully integrated alternative investments workflow, reporting and accounting solution designed to empower both capital allocators and operations teams.”

Archway supports nearly 600 UHNW families, including 10 of the wealthiest 25 families in the U.S., with over $750 billion tracked across complex portfolios, trusts and operating entities. By consolidating data across investment portfolios, trusts, operating businesses, real estate and personal accounts, Archway enables clients to achieve greater levels of operational efficiency and improved decision-making. By integrating with Arch, Archway’s clients will be able to gain a more comprehensive view of portfolio performance and access deeper analytics on alternatives.

“With decades of heritage as a trusted leader in family office technology and services, Archway is committed to delivering the most advanced and reliable platform in the market,” said Anthony Abenante, CEO of Archway Group. “Our partnership with Arch marks a pivotal evolution, bringing simplicity and clarity to ultra-high-net-worth investors by providing a true 360-degree view of their portfolios. Arch is among the most innovative technology firms today, and together we are breaking down legacy silos to unify accounting, investment data aggregation and reporting into a single, seamless platform. Our mission is clear: to be the trusted ‘single source of truth’ that empowers investors with sharper insights and smarter decisions.”  

The partnership advances Arch’s mission to become the “Schwab for alternatives”—a single, intuitive platform replacing the thousands of clicks and countless hours once required to manage private investments.  

“We see Arch and Archway as two parts of the same whole: both integral pieces of our investment management database,” said Brian Lynch, senior investment analyst at Fingerboard Family Office, a joint user of Arch and Archway. “It’s exciting to see that same view expressed through this formal partnership, which we expect will save us crucial time and open the door to smarter, more connected ways of working across both platforms.”

Arch and Archway’s integrated platform is currently being rolled out to joint clients in an initial beta phase, with full availability anticipated later in the fourth quarter. For more information about Arch, and to receive a walk-through of the platform, please email hello@arch.co. To explore Archway’s technology platform and outsourced services, please email sales@archwaygroup.com.

About Arch

Arch is the first Alternatives Management Platform, streamlining the entire lifecycle of alternative investing — from logging into portals and collecting K-1s to automating capital calls and delivering real-time reporting. With Arch, investors gain on-demand reporting, real-time insights and visibility across their private equity, venture capital, hedge funds, real estate and other private investments. Arch supports $275 billion in private assets across 480 leading allocators, including 180 single family offices, 100 RIAs and multi-family offices, four of the top 20 global banks, seven of the top 20 accounting firms, as well as prominent fund administrators, law firms, and institutions.

To learn more or request a demo, visit arch.co/contact. Follow Arch on X (@gotk1s) or LinkedIn or visit us in our New York City headquarters for more information.

Archway and Canoe Intelligence (Canoe) today announced an enhanced integration that automates the transmission of private equity and hedge fund valuations, as well as private equity call and distribution data, to improve operational efficiency for family offices using the Archway Platform^℠.

With global alternative assets expected to hit $23 trillion by 2027,¹ family offices allocated 42% of their investment portfolios to alternative assets in 2023.² However, as the demand for alternative assets has grown, single family offices have been challenged with manual data management workflows, resulting in inefficient data aggregation, accounting, and reporting that can be error-prone. By automating data transmission and ensuring data consistency, this integration streamlines the accessibility and integration of alternatives data to maximize operational efficiency and empower family offices to make confident decisions.

The enhanced integration introduces a new data channel that makes it easier for the Archway Platform users to collect, aggregate, and analyze their alternative asset data. By leveraging the connectivity of these two platforms, mutual clients are able to:

• Automate fund and allocation-level data gathering: Streamlined extraction, validation, and delivery of fund and allocation-level data helps ensure accurate and reliable data is transmitted from Canoe to the Archway Platform.
• Improve processing of alternative asset pricing and capital transactions: Automated processes reduce time spent on historically manual tasks, including inputting valuation data and booking capital calls and distributions, helping safeguard data integrity and reliability and improving workflow efficiency.
• Streamline alternative investment reporting processes: Readily available alternative asset data allows for enhanced investment activity, allocation, and performance reporting that are accurate, relevant, and on time.

Mike Muniz, Chief Revenue Officer at Canoe Intelligence, said:

“As family offices and wealth managers increase their allocations to alternatives, they need technology that paints a more detailed, accurate picture and provides greater control over investment document workflows. We’re excited for this evolution of our strategic partnership with SEI as we work together to power the future of wealth by making alternative asset data more efficient and actionable.”

Since the beginning of the strategic partnership, Canoe has processed more than 150,000 documents on behalf of SEI’s clients and positioned 24 mutual clients to automate data transmission across more than 3,400 alternative investments. The integration is one of several alternative asset-specific features of the SEI Archway Platform focused on enhancing the user experience through reporting, operational efficiency, data connectivity, and integrations.

¹‘The Future of Alternatives in 2027,” Preqin, 2024.

²“Global Family Office Report,” UBS, 2024, pp. 10.

Archway announced its latest round of product enhancements to the Platform amid significant growth, adding 20 new clients and $125 billion in platform assets since the beginning of 2021. The Archway Platform is the core technology for Family Office Services, a leading provider of technology and services to financial institutions and family offices serving high-net-worth families, including seven of the top 15 wealthiest American families¹.

Based on the evolving needs of Archway's expansive community of clients leveraging its family office solutions, the team introduced several enhancements as a part of an Archway Platform upgrade, including automated accounting workflows, additional private equity metrics and a new set of features specifically targeting data collection efficiencies for alternative investments and vendor invoices.

The upgrade builds on the Archway Platform’s extensive workflow capabilities related to cash movements, automated accounting operations and data processing logic, with the rollout of new journal entry approval workflow. For bill pay users, the platform’s latest version includes an in-app image viewer that addresses the ever-growing challenge of data collection from physical documents by facilitating streamlined data entry through digitized invoices. The upgrade also features new additions to its alternative investment analytics library and introduces a new private equity staging table that extends the Archway Platform’s existing private equity functionality through a centralized hub for enterprise-wide PE cash flows.

¹Forbes Wealth. “Billion-Dollar Dynasties: These Are The Richest Families In America.” Forbes, 17 December 2020, https://www.forbes.com/sites/kerryadolan/2020/12/17/billion-dollar-dynasties-these-are-the-richest-families-in-america/.