Archway

With more than $850 billion in assets on its platform, Archway has redefined how the world’s most sophisticated family offices and financial institutions serve their clients. Guided by a culture of exceptional service, Archway continues to enhance its configurable platform and solutions to meet the evolving needs of modern private wealth management.

Core platform capabilities:

• Family Office Accounting Services: Comprehensive accounting capabilities designed for complex ownership structures, including general ledger, partnership accounting, portfolio accounting, and investment accounting.

• Alternative Investment Management: Track capital calls, distributions, subscriptions, redemptions, valuations, and performance across private equity, hedge funds, real assets, and other alternative investments.

• Consolidated Investment Reporting: Deliver configurable financial, investment, and performance reporting across entities, families, portfolios, and stakeholders.

• Archway Client Portal: Provide clients and authorized users with secure access to financial information, documents, reports, holdings, approvals, and other key information through a configurable portal experience.

• Cash & Expense Management: Streamline invoice processing, bill payment, cash management, approval workflows, and expense reporting.

• Data Aggregation: Aggregate investment and financial data from custodians, banks, investment managers, and third-party providers.

• Workflow Automation: Automate operational processes and reduce manual effort through configurable workflows and integrations.

Who Archway is for: Archway serves organizations managing complex private wealth structures and financial operations. Typical users include single family offices, multi-family offices, wealth management firms, registered investment advisors, private banks, trust companies, alternative asset managers, family foundations, and ultra-high-net-worth families. Archway is particularly valuable for organizations seeking to unify accounting, investment management, reporting, bill payment, and operational workflows within a single platform.

Technology + services: In addition to software, Archway provides specialized operational services designed to help firms scale efficiently and support complex financial operations. Available services include family office accounting services, partnership accounting, investment accounting, bill pay administration, fund accounting, reporting support, operational outsourcing, and accounting process optimization. Organizations can leverage Archway software, services, or a combination of both depending on their operating model.

Integrations & connectivity: Archway’s integration framework supports secure API and file-based connectivity with custodians, banks, investment platforms, and third-party technology providers. The platform helps automate the exchange of investment, accounting, and operational data to reduce manual entry and improve data accuracy across systems. Integration capabilities include custodian connectivity, banking integrations, alternative investment data providers, an open API framework, and document and data exchange.

Archway supports integrations with approximately 100 financial institutions and a growing network of technology and payment providers. Featured integrations include Arch and other industry-leading solutions supporting private wealth operations.