Private Banks
Every client, every account, one institutional standard.
Your UHNW clients chose your institution for the standard it holds. The technology and services behind your wealth offering — accounting, reporting, client portal, operations — should reinforce that decision at every level. Archway is the institutional-grade foundation that delivers it, branded to your firm.
Trusted infrastructure for the private wealth divisions of institutional banks.
$850B+
in assets on the Archway Platform.
24
years
supporting complex wealth infrastructure for institutional and family office clients.
550+
families on the Archway Platform.
21
years
longest-running client relationship on the Archway Platform.
For heads of wealth technology, wealth product leaders, and private wealth division COOs
The reporting stack your wealth division inherited is reaching its limit.
The platform running your private wealth division was selected by a team that is no longer in the room, configured against a client mix that has since shifted, and held together by integrations that your technology function now quietly maintains. It works. It is not what the institution would build today.
Meanwhile, your UHNW clients' expectations have moved. They are asked by their family offices, their accountants and their outside advisors for consolidated views, look-through reporting, and branded digital delivery that matches the standard they receive elsewhere. The gap between what your current stack produces and what these clients expect is no longer a reporting detail — it is a retention signal.
The platform you replace it with has to hold for the next decade. It has to integrate with your core banking systems, satisfy your compliance and security architects, and deliver a client experience that reinforces — rather than diminishes — the reason your clients chose your institution. Archway is the infrastructure built for that standard.
The platform
Built to the standard your core banking architects already hold you to.
Archway is the accounting foundation beneath the wealth division — integrated with your existing infrastructure, operated at the service level your institution's SLAs require, governed to the standards your compliance architects review.
A general ledger architected for institutional wealth.
Look-through reporting across entities, trusts, and ownership structures. Multi-currency consolidation. A chart of accounts that works with your institution's finance architecture — not a standalone general ledger pretending the rest of your infrastructure does not exist.
Every source, every administrator, every banking system.
Direct integrations with custodians, global fund administrators, and core banking platforms. No screen-scraping, no third-party intermediaries, no vendor-brittle data pipelines your technology function has to maintain.
Client experience
What your clients see is your institution. What runs beneath it is Archway.
The client portal your UHNW clients log into carries your institution's name, color palette, typography, and domain. Quarterly statements export under your letterhead. Client communications route through your institution's channels. The infrastructure is Archway; the relationship — and every signal of it — is yours.
That is not a theme layer applied to a generic product. It is an architectural choice: Archway is invisible to your clients by design, so your institution's brand carries the full weight of the experience. The more sophisticated your client, the more this matters — and the more obvious the seams are when it is done any other way.
Engagement models
Three ways institutions run on Archway.
Your wealth division's operating model is a strategic decision, not a product default. Archway supports three engagement models — platform, managed services, or hybrid — so the build-versus-run question is yours, not the vendor's.
Platform
Archway as infrastructure. Your team operates it.
Your internal wealth operations team runs accounting, reporting and client delivery on the Archway Platform. The institution retains full operational control and staffing.
Hybrid
Your team in-house on the platform. Our team on the specialist work.
Your operations team runs the platform day-to-day. Archway's services team takes on specialist operations — complex partnership administration, entity restructuring, migration work, seasonal capacity, cash and expense management, portfolio reconciliation. The model most institutional wealth divisions land on after the first year.
Managed Services
Archway's services team as an extension of your back-office.
Archway's accounting and operations team delivers services in accordance with your institution's service standards and SLAs, enabling your wealth division to focus on growing the business without increasing operational headcount or compromising service quality.
Clients stay for the team
"When servicing sophisticated clients with the highest standards, a best-in-class solution is essential. Archway enables our team to deliver that. Combining a powerful technology and an exceptional white-glove support enables us to confidently navigate clients' unique complexities and consistently deliver exceptional results."
Private Bank
·
Senior Vice President
Certification stack
SOC 2 Type II [Archway to confirm]
ISO 27001 [Archway to confirm]
ISO 27017 / 27018 cloud security alignment
GDPR compliance and EU data residency options
Annual third-party penetration testing
Infrastructure commitments
Data residency: US, EU, APAC regional options
Platform uptime SLA: 99.9%+, audited against institutional service standards
Encryption: AES-256 at rest and in transit
Authentication: SSO, MFA, client-controlled access management
Audit logs: complete system and user action trails, retained per regulatory requirements
Compliance commitments
KYC and AML workflow integration with institutional compliance systems.
Regulatory reporting templates for major wealth-management jurisdictions.
Dedicated compliance architect as part of institutional engagement.
FAQ
What institutional committees evaluate.
How is pricing structured?
Pricing is calibrated to engagement scope rather than a percentage of assets under administration. Specific pricing is defined during scoping and contracting.
Will we have a dedicated relationship team?
Yes. Named account director, dedicated implementation lead, technical solutions architect, and — where managed or hybrid services are in scope — a lead operations manager embedded with your wealth division.
What does migration from our current stack look like?
Institutional migrations vary by complexity. As an example, Consolidated Investment Reporting implementations typically take 6-12 months, with parallel running for a defined validation period. This includes a dedicated migration team, structured data mapping, and phased cutover to meet your needs.
How does Archway integrate with our core banking systems?
Direct integrations with major core banking platforms via API and file-based interfaces are available. Custom integrations are handled by a dedicated team.
What are the data residency options?
Data hosting and residency requirements are reviewed during enterprise scoping and contracting. Available options depend on the institution’s requirements, applicable jurisdictions, implementation model, and Archway’s approved infrastructure commitments.
What security and compliance documentation is available during evaluation?
Archway provides relevant security, compliance, and operational documentation during the evaluation process, subject to NDA where applicable. Specific certifications, audit reports, infrastructure commitments, and supporting documentation can be reviewed with your technology, compliance, and procurement teams during due diligence.
Start the conversation
Tell us about your wealth division. We will route you to the institutional team closest to your work.
A briefing is a private, structured session — typically 45 to 60 minutes — with senior members of our platform, services, and relationship teams. If Archway is a fit for your institution, we will walk through how. If we are not, we will say so.
Reading for institutional wealth technology leaders.
