Meet Demand for Outcome-Focused Solutions
From matching investor preferences to generating custom reports, Archer enables greater efficiency without increasing your administrative workload.
CUSTOMIZATION
In addition to combining different asset classes in a single custodian account, our technology simplifies personalizing for preferences and tax optimization.
REPORTING
With custom reports available at both the account and subaccount levels, it’s easy for portfolio managers to view model performance and performance of underlying accounts.
SCALE
Archer’s technology enables investment managers to handle large volumes of activity with no additional administrative tasks. Our platform is connected across all distribution channels for complete integration with third parties, including custodians, administrators, brokers, and sponsor platforms.
Archer’s Solution Multi-Sleeve Accounts
The Challenge
An established global manager was looking to expand their brand and grow their business by packaging equity and fixed income strategies within a single account structure to meet the demand from financial advisors and intermediaries. However, their technology did not support the product composition and account structures, and their staff’s inexperience with the new strategy limited their ability to scale. Additionally, the firm was under pressure to maintain or reduce costs.
The Solution
The firm leveraged Archer’s experience and platform to create multi-sleeve accounts, in which multiple assets rolled up to one custodian account. Archer’s technology allowed for a scalable solution, reducing future capital expenditures and potential staff augmentation, and allowing them to further expand their offering to include models of models. As a result of their targeted product offering, the firm transformed their brand to be known as a solution provider for the RIA channel.
EXPLORE ADDITIONAL RESOURCES
Ready to Bring Multi-Asset Strategies to Market?
Request a demo with our team to learn about Archer’s multi-sleeve account solution.
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