The Archway Platform
The Archway Platform revolutionizes wealth management with its integrated approach, combining accounting, investment data aggregation, and reporting in one seamless solution. Built on a robust general ledger, it automates accounting tasks, enhances cash management, and provides real-time insights into diverse assets, empowering financial teams to make informed decisions effortlessly.
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Top The Archway Platform Features
- 360-degree client wealth view
- Automated accounting record creation
- Integrated investment data aggregation
- Comprehensive asset tracking capabilities
- Advanced cash management tools
- Built-in financial reporting engine
- Customizable client report packages
- Direct data feeds integration
- Interactive reporting dashboards
- Sophisticated investment analytics
- Bill tracking and management
- Budget management tools
- Workflow controls for bill pay
- Multi-currency financial analysis
- Real-time portfolio risk assessment
- Seamless hybrid service model
- Support for alternative investments
- Detailed performance benchmarking
- Consolidated financial data analysis
- User-friendly interface for teams
