Archer was selected for its technology-driven professional service solutions, which support investment managers’ strategies for institutional, private wealth and intermediary distributed separate accounts. This is especially critical in today’s marketplace, as asset managers face an increasingly competitive environment with fluctuating economic conditions and increased demand for personalized investments. Archer enables both established and boutique asset managers to expand into new channels of distribution and launch separately managed accounts, direct indexing, tax optimization, model portfolios, and multi-sleeved multi-asset class account structures.

“Today’s asset managers expanding their product offering into different channels need better ways to profitably scale their business without hindering innovation,” said Archer President and CEO Bryan Dori. “Archer helps investment managers reduce time spent on operations and shift their focus to managing investments, adding value for clients and expanding their business. This award is a testament to our team’s dedication to innovating in ways that help our clients grow, and we’re honored to once again be recognized by WatersTechnology for our hard work.”

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For over two decades, Archer has helped investment managers grow through new product development, expanded distribution, and streamlined operations. Having more than doubled its client and employee base over the last several years, Archer continues to leverage the latest in technology, including AI and machine learning, combined with a client-centric service model to offer best-in-class solutions to meet the needs of a broad range of investment managers.

“We are deeply committed to helping asset managers expand their product offerings and deliver innovative investment solutions,” said Archer President & CEO Bryan Dori. “This dedication to our client’s success has fueled our own growth, and we’re honored to be included in the Inc. 5000 list alongside some of the most exciting, innovative, and fastest-growing companies in the U.S.”

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“As investors increasingly demand personalized investments, including direct indexing and tax-efficient strategies, asset managers are looking to innovative technology to help them meet the need,” said Archer President and CEO Bryan Dori. “The sophistication of Brooklyn’s platform is unlike anything we have seen on the market, and we’re excited about the many ways this solution can help our clients drive long-term growth.”

The fully integrated platform leverages Artificial Intelligence (A.I.) to power custom portfolios and strategies that go far beyond negative screening, allowing investors to access investments that are aligned with their financial goals, interests and personal values. By using natural language processing technology, publicly available data sources can be integrated with Archer’s datasets, empowering asset managers with superior information for better investment decision making. In addition to ESG and thematic integration tools, asset managers also have the ability to integrate multiple strategies into one account, as well as an intuitive user interface and industry-leading speed to market through seamless connectivity with counterparties.

“Our shared vision is that tech-powered SMAs will transform the asset management industry, much like ETFs transformed an industry dominated by mutual funds over the past three decades,” said Erkko Etula, Brooklyn’s CEO and former Goldman Sachs Managing Director. “We’re excited to see how the turnkey direct indexing solution powered by our strategic partnership benefits firms seeking to provide higher levels of customization and tax efficiency to their clients. As A.I. advances, so will our platform. Together with the Archer team, we look forward to helping accelerate evolution in the asset management industry for years to come.”

“There is a significant opportunity for investment managers to add value for their clients through custom index creation and automated tax loss harvesting,” added Brooklyn co-founder John Nay. “At Brooklyn, we’ve leveraged A.I. and institutional-grade quantitative investing to build a sophisticated cloud-based solution, which empowers asset managers to deliver customization and tax efficiency at a massive scale.”

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This award recognizes back/middle-office solutions that are innovative, driving the industry forward, and meeting the evolving needs of asset management firms. Archer was selected for its comprehensive middle office solution that helps its clients meet the needs of institutional, private wealth, and retail investors.  

“Today’s asset managers are looking to meet evolving investor needs, scale their businesses, and manage costs. As the asset management industry continues to evolve and managers continue to offer personalized solutions like SMAs, model portfolios, direct indexing and multi-asset portfolios, optimizing operations has become increasingly critical,” said Bryan Dori, President and CEO of Archer. “This award from Fund Intelligence serves as a validation of our entire team’s dedication to our clients’ success, and we’re excited for what the future holds for our business.”  

Over the last several years, Archer has made countless enhancements to its offering to help asset managers achieve higher levels of efficiency and scale. Notably, the firm has built the technology to deliver personalization at scale and integrate with proprietary and third-party tax optimizers. It has also continually enhanced the reporting capabilities and security of the platform.  

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Archer was selected for its cloud-based middle office platform, which provides the operational support that investment managers need to scale their business, launch new products, and expand distribution. Archer’s flexible solution integrates seamlessly with the systems of asset managers and their counterparties to support all investment products across all channels, including mutual funds, ETFs, model delivery, and institutional and retail separate accounts.

“Our success has always been tied to the success of our clients,” said Bryan J. Dori, President and CEO, Archer. “Today’s investment managers are looking for new ways to drive operational efficiencies and launch the customized investment products that investors are seeking. Our technology, along with our service offering, enables our clients to grow and scale their businesses. This recognition from WatersTechnology is a meaningful validation of our solution and reinforces that Archer’s clients are in good hands.”

Archer delivers outsourced professional services to some of the industry’s largest investment managers on a fully integrated, cloud-based platform that combines investment accounting, reconciliation, valuation, order management services, performance and composite management, and client reporting. Incorporating the latest in machine learning and robotic process automation, Archer’s platform enables asset managers to replace disparate software with one comprehensive solution, reducing the need for constant upgrades, reintegration, and training.

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“We’re honored to be included alongside some of the most exciting, innovative, and fastest-growing companies in the U.S.,” said Archer President and CEO, Bryan J. Dori. “Our growth strategy has always been centered around our clients and helping them position their businesses for sustained growth. This is even more critical today as investment managers are looking for new ways to drive operational efficiencies and launch customized investment products. As the investment management industry continues to evolve, the need for outsourced operations support is rising fast, and we’re excited for what the future holds for our business.”

This recognition reflects Archer’s continued commitment to providing market-leading technology and services to meet the evolving needs of today’s investment managers—a strategy that’s driven the company’s rapid growth. Having more than doubled its client and employee base over the last three years, Archer continues to offer best-in-class solutions along with the expertise to meet the needs of a broad range of investment managers.

“Since the beginning, we’ve been committed to helping our clients grow,” said Chief Revenue Officer Matt Caulfield. “As appetite for differentiated investment strategies continues to grow, we are seeing more and more investment managers looking for the technology and middle office services to help them meet this demand so they can focus on their core competencies. We’re proud to partner with so many top asset managers in bringing their strategies to market; it’s an exciting time to be in this business.”

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“To meet the fast-growing demand for highly personalized investment solutions, asset managers are looking to deliver customized investment solutions at scale,” said Bryan Dori, President and CEO of Archer. “At Archer, we’re focused on partnering with leading asset managers in ways that power their growth and move the industry forward. We look forward to growing our relationship with BNPP AM and leveraging our technology to support the launch of these exciting SMA and UMA products.”

BNPP AM turned to Archer in response to investors’ ongoing demand for thematic strategies delivered as SMAs, which enable them to meet individual objectives, such as advancing energy transition, environmental sustainability, and diversity, equity, and inclusion. By utilizing Archer’s industry-leading operations technology, BNPP AM can directly hold individual securities and offer highly customized portfolios to clients at scale.

Johanna Lasker, CEO of BNPP AM North America, said: “We are delighted to partner with Archer to help us deliver our products in scalable SMA solutions to the US marketplace. As leaders in thematics and environmental strategies, we believe making BNPP AM products available via SMAs will provide us with the essential retail vehicle needed to gain market share in the US.”

BNPP AM has a long track record of generating long-term sustainable investment returns for their clients. As a leading international financial institution, BNPP AM’s new offering adds to its roster of premier investing solutions.

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“As a proven leader with extensive experience helping companies enhance their sales and distribution organizations, Terri has a deep understanding of both the challenges and opportunities that investment managers face today,” said Bryan J. Dori, President and CEO of Archer. “We are thrilled to have Terri join our board as we continue to find new ways to help our clients grow.”

Fiedler’s background in sales leadership, product distribution and client experience has helped her drive results throughout her career. The addition of Fiedler further diversifies and complements the Board’s expertise by including sales and distribution expertise to help align Archer’s product roadmap with the way modern investment products are designed.

“Archer and I share a committed focus on client experience and how a client-first mindset can elevate product, solutions and business results,” said Fiedler. “I am thrilled to join Archer’s Board of Directors and look forward to providing my perspective to the Archer leadership team as they help investment managers develop and deliver a superior experience for clients.”

Fiedler has more than 25 years of sales leadership and national account management experience. Prior to joining AIG, she was Senior Director, National Account Management with Invesco, and Manager, National Account Management for AIM Distributors. Fiedler serves as a trustee for the Foundation for Financial Planning and as Vice Chair of the Insured Retirement Institute.

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Headquartered in the Philadelphia region, Archer provides a robust ecosystem of technology and services to the asset management industry. An early adopter of Robotic Processing Automation, Archer continues to deploy advanced technology like Salerio to streamline processes for investment manager clients and their brokers.

“As more investment managers launch new products specifically for retail investors, we’re continuing to invest in technology that creates powerful operational efficiencies for our clients,” said Bob Lage, EVP, Global Head of Product and Technology at Archer. “At Archer, we’re always looking to upgrade our tools in ways that allow our clients to grow their businesses. By integrating Salerio into our trade settlement process, we are adding automation that creates significant efficiencies in matching trades across our clients’ counterparties.”

Archer used Salerio to migrate its institutional clients away from DTCC’s OASYS^TM utility in December 2021 and began moving its retail clients in March 2022. This latest move with the retail application of the technology enables asset managers to match trades more rapidly through a centralized service. Specifically, Salerio facilitates enhanced connectivity to banks and brokers via DTCC’s CTM^TM utility, including SWIFT messaging – all highly automated and fully integrated into the Archer IBOR, dashboards and reporting.

David Veal, Senior Executive for Client Solutions at corfinancial added, “Archer’s confidence in our Salerio solution is well-received and this recent change reflects the flexibility of our product to adapt to different operational processes, creating a comprehensive, centralized solution that can scale as our clients’ businesses grow.”

About corfinancial 

corfinancial provides software solutions and advisory services to banking and financial services organizations worldwide. The firm has offices in London, New York and Boston.

There are five key problem areas corfinancial looks to solve through its primary software and service offerings: salerio is a post-trade processing solution that enables asset managers, hedge fund managers and securities/fund services firms to automate the flow of securities and treasury trades from matching through settlement. SureVu® empowers buy- and sell-side firms to efficiently monitor and track security trades throughout the settlement lifecycle, enabling users to proactively manage and oversee settlement exposure. BITA Risk® provides Investor Profiling, Portfolio Analytics, ESG Management and Portfolio Monitoring solutions to wealth managers through the BITA Wealth application. Available as individual modules or as an end-to-end solution. paragon® is a comprehensive front-to-back office fixed income portfolio accounting, processing and reporting solution for banks. costars® is an investment administration platform for third party administrators, fund supermarkets and wealth management companies.

About Archer

Archer is a technology-enabled service provider that helps investment managers deliver solutions aligned with investor needs. With Archer’s fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for growth. Archer has deep and broad-based experience working with asset managers, creating customized solutions to help them swiftly launch new products, streamline operations, and enter new distribution channels.

PR Contacts

David Veal
Senior Executive – Client Solutions
corfinancial
david.veal@corfinancialgroup.com

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Mika is a senior-level executive with more than 35 years of experience in investment operations, including front office and trade operations, middle office, vendor oversight, and performance and attribution. He has held roles at Delafield Asset Management, Guardian Life Insurance, OppenheimerFunds, and Invesco. He is an expert in implementing new target operating models that enable investment managers to grow.

“Andy has spent his entire career working with leading investment managers to drive innovative changes that push their business and our industry forward. His deep product expertise and industry connections will translate perfectly to his role at Archer as we continue to help investment managers provide higher-quality solutions, deliver superior client experiences, and grow their businesses,” said Matt Caulfield, Executive Vice President at Archer. “We’re thrilled to have Andy join our team and look forward to leveraging his experience in ways that further benefit our clients.”

“My passion has always been finding new ways to create and deliver powerful operations solutions that elevate investment managers and their businesses to new heights,” Mika said. “Outside of Archer’s industry-leading technology, it was their team’s incredibly high investment industry expertise, creativity, and dedication to innovation that attracted me to this role. I’m excited to get to work developing new solutions for our clients as well as helping our own business grow by implementing new processes that improve productivity.”

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As investor demand for customization increases, investment managers are under pressure to proactively develop and deliver tax-optimized investment solutions. The agreement with MSCI will enable Archer’s clients to leverage data and technology to develop customized, goals-aligned portfolios for both actively managed and direct indexing accounts.

“When unaccounted for, taxes can significantly impact portfolio returns in taxable accounts. Investment managers seeking to maximize post-tax returns for each individual investor need a more proactive, integrated, and automated solution that provides their clients with a high level of transparency,” said Bryan Dori, CEO of Archer. “At Archer, we’re constantly seeking new solutions that help managers differentiate their offering, add value to their clients, and ultimately grow their business. This partnership with MSCI will provide investment managers with the tools they need to seamlessly integrate tax-aware solutions while remaining flexible to the firm’s unique operating model and preferences.”

Archer plans to integrate MSCI’s Barra Open Optimizer, an open, flexible optimization library, specifically designed to help managers implement tax-aware strategies and solve portfolio management challenges. Archer will continue to offer a flexible, open architecture solution that enables its clients to leverage their optimizer of choice, whether it be a proprietary solution or one provided by another third party.

“We’re delighted to work with Archer to bring MSCI’s Barra Open Optimizer and risk models to their user community,” said Jorge Mina, Head of Analytics at MSCI. “This collaboration will provide enhanced customization capabilities to clients to be able to construct and rebalance tax-aware multi-asset class portfolios at scale.”

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Berwyn, PA – September 14, 2021 –

“With a long, successful track record growing financial technology businesses, John has spent his entire career developing innovative, technology-focused solutions that have driven the industry forward,” said Bryan J. Dori, President and CEO of Archer. “His customer-first mindset complements our existing board and management team. We are thrilled to have John join our board and look forward to working with him to find new ways to help our clients grow and expand.”

Mr. Lehner has more than 30 years of experience in the financial services technology industry with a unique background spanning both the buy- and sell-side. He has spent the last two decades successfully building and transforming global businesses for Fortune 500 companies in the banking and asset servicing industry, including State Street Investment Manager Services, BNY Mellon Technology Solutions and Eagle Investment Systems. Mr. Lehner will leverage his significant expertise with global financial services products, technology and services in his position on Archer’s Board of Directors.

“For more than 20 years, Archer has consistently innovated to meet the evolving needs of investment managers,” Lehner said. “This dedication to developing thoughtful solutions, while keeping client service at the core, has driven growth as more investment managers turn to operations and technology outsourcing partners. I’m excited to join Bryan and the rest of Archer’s leadership team as we continue to find new solutions to the industry’s most pressing needs.”

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Archer provides a comprehensive middle and back office platform that enables investment managers to maximize operating efficiencies and position their business for sustained growth. In 2020, Archer was named Best Outsourcing Provider to the Buy Side by WatersTechnology for its combination of fully integrated cloud-based technology and team of industry experts. Archer has deep experience working with a range of managers, creating customized solutions to help launch new products, support existing strategies, streamline operations and enter new distribution channels.

“Investment managers are under intense pressure from fee compression to drive operational efficiencies. At the same time, investor appetite for customized investment products is rapidly increasing,” said Ryan Goldenberg, Principal at LLR Partners. “Archer’s solutions were built from the ground up to streamline the launch and management of these investment products while delivering the highest quality customer experience.”

“Our clients are looking for ways to accelerate growth and simplify operations, particularly as they launch and distribute increasingly customized products at scale,” said Bryan Dori, President & CEO of Archer. “LLR’s experience investing in businesses in the investment management technology sector will be a tremendous value-add as we take Archer, our technology and client service to the next level.”

“We’ve known Archer a long time as Philadelphia-based investors in the financial technology sector,” said Mitchell Hollin, Partner at LLR Partners. “We’re excited to partner with Bryan and the entire Archer team and look forward to helping support the company’s growth.”

Raymond James & Associates served as financial advisor to Archer on the transaction.

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