Trading and Portfolio Models

Implement every strategy on one integrated system

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Accelerate growth for your clients’ portfolios – and your business. Archer’s trade scenarios can rebalance thousands of accounts at once or direct trades for individual accounts, individual securities, and virtually any combination of both. Our automated trade blocking streamlines order deliveries for execution while giving you control over the timing of transmissions.

For portfolio models, Archer’s Model Workstation allows for creating, changing, monitoring, and trading portfolio models – all in one place. With clearly established pre- and post-trade rulesets, our intuitive workflows enable team members to efficiently build and allocate trade orders, and easily access system-generated audit trails remain for the life of the model. In turn, your team is empowered to create models that can be applied to client accounts, distributed to sponsor platforms, and customized to client-specified preferences.

Access Order Management for Every Channel


Allocate pre-traded blocks to specific portfolios, add and remove hedges, and establish multiple accounting streams for investment strategies requiring isolated cash flows.

Private Wealth

Draw from a wide range of security types to customize portfolios, manage cash flows, and adjust for market conditions.


Swiftly and easily apply trades or rebalance portfolios across a large number of accounts and SMA sleeves.

How Archer Streamlines Trading, Reconciling, and Monitoring

From portfolio models to our advanced dashboard and interactive trade blotter, Archer’s technology boosts efficiency by affording firm-wide transparency to the status of every trade and counterparty. With Archer’s streamlined support for multiple broker relationships and step-out trades, your team can directly move private, retail, and institutional trades along the lifecycle and access full audit information in every trade record.

Archer further simplifies processes with a comprehensive solution for reconciling with custodians, monitoring portfolio drift, and implementing investment strategy. Keep clients’ portfolios in lockstep with intended allocations using real-time views of trading impacts. For additional support with model delivery, Archer’s experienced team is available to execute account, model, and drift maintenance trades, plus reconciliation and other complex strategies.

Launch New Investment Products

Get more products to market faster with scalable technology and support.

Deliver Personalized Portfolios

Create models personalized to investor preferences.

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Ready to Simplify Your Trading and Portfolio Model Processes?

Contact the Archer team today to see how we consolidate your team’s strategies into one platform.

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