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.

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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

archlab

Category

Data Aggregation

Country

United States of America

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Get in touch with Arch

ryan eisenman

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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Simple solutions for complex times.