Private investment documents and data across every advisor team arrive in one place, so fewer exceptions land on operations teams and advisors can bring held-away assets into the plan.
Arch collects financials, reports, and K-1s across your funds and extracts the data, managing exceptions, before it reaches you and your reporting platform. Advisors and operations stop chasing documents and exception handling, and spend time in client meetings and planning.
Each client’s private investment holdings are aggregated, giving advisors a more complete view of the portfolio, including assets held away. Advisors see company-level exposure across a client’s private funds and upcoming capital calls, so concentration and liquidity needs come into the plan.
Private investments are centralized in one place, with access set person by person. Each capital call gets an owner, and its wire instructions are checked against that GP’s past notices. When a K-1 is late or looks incomplete, Arch follows up with the GP. Leadership can see every notice reviewed and every call accounted for.
GP letters and IPO news sit in inboxes until a client calls asking about them. Arch summarizes GP letters, flags notable IPOs with each client’s exposure calculated, and tracks valuations for companies inside their funds. Every update becomes a reason to reach out first, with a strategy in hand, not just news.
Arch integrates with Addepar, Black Diamond, Tamarac, and 20+ other partners.
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