Banks
Private markets, across the whole client relationship
Private investment data for every client, including assets held away, flows into the portals your advisors already use, so advisors can guide the whole relationship.
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Private investment data for every client, including assets held away, flows into the portals your advisors already use, so advisors can guide the whole relationship.
Arch collects financials, reports, and K-1s across your funds and extracts the data, managing exceptions, before it reaches you. Data feeds into your advisor portals and reporting systems. Your team spends less time chasing documents and reconciling data, and more time supporting clients.
Arch delivers private investment data, including held-away assets, into the advisor and client portals your bank already runs. Advisors can see exposure across every fund, plan for upcoming capital calls, and bring ideas to clients on assets held somewhere else.
Arch gives clients one place to see all of their private investments, in Arch’s portal or inside the portals your bank already runs. For clients with significant private holdings, that view can decide where they bank.
Arch summarizes GP letters, flags notable IPOs with each client’s exposure calculated, and shows clients concentrations. Advisors reach out about distributions, commitments and commentary at the right moment to deepen the relationship.
Arch integrates with Addepar, Black Diamond, and 20+ other partners, and your advisor and client portals.
Goldman Sachs Private Wealth Management works with Arch to help its advisors aggregate and monitor clients’ outside alternative investments, giving them a complete view of each portfolio and more time for customized guidance.
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