Arch
Intuitive, digital investment admin that tracks data from all private investments in a single platform. Arch’s automated system collects K-1s, manages cash flows, and provides reporting ready data, removing the need to access 3rd party portals.
What sets Arch apart?
"We are determined not only to remove frustration and pain, but also to save time, enhance insights, and inform better decisions."
Ryan Eisenman
Products and services
Get an overview of what this software does.
Main Tasks
- Consolidated Reporting
- Data Aggregation
- Data Validation
- Data Processing
- Tax Document Collection
- Task Management
- Cash Flow & Capital Call Management
Top features
- Digital Excellence
- Transparency
Assets supported
- Bankable or Financial Assets & Funds
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
Whitelabel
Yes
Type Of Software
SaaS
Integrations
Addepar, BlackDiamond, Advent APX, Orion, Masttro, SEI Family Office Services – Archway, and other performance reporting systems as requested.
Mobile App
No
Type of data
Transaction level
Accuracy
Arch has built 100+ internal data checks to flag any anomalies. These data checks run nightly and compare values and transactions against the individual investment history and other investments in Arch. All flagged data is manually reviewed and cleared/confirmed by an operations team member daily.
Multi-currency
Based on holding/position data and transaction data
Regulated
Yes
Audited
Yes
Audited by
The Cadence Group
Category
Data Aggregation
Country
United States of America
Get in touch with Arch
Ryan Eisenman
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 11-50
Founded
- 2018
Incorporated
- United States of America
Locations
- New York City
Ownership
- External investors
- Key staff also have ownership
- Clients are also owners
Focus
- Single-family offices
Secondary focus
- Individual wealth owners
- Single family offices
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Custodians
- Banks
- AccountantsFund of funds
Clients
- Individuals: 20%
- Single Family Office: 40%
- Multi-Family Office/RIA: 30%
- Institution/Banks: 10%
What Arch's client says
“We are getting hundreds of updates. If I want to read updates, I have to log into 100s of portals. Instead I can go into arch, click a button, and read the latest information; that is an enormous productivity gain”
CEO, Family Office
Support & services
Learn what support and services you can expect
Support options
Dedicated contact, General contact mail or phone
Pricing of support
Free support
Onboarding
10-12 weeks, depending on portfolio complexity
Customisation
Branding, cash flow attributes, investment attributes/categorisation, integrations, user permissions
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