Archway Releases Upgrades Across Its Private Wealth Technology Solution
May 3, 2017
INDIANAPOLIS, May 3, 2017 – Archway Technology, an Indianapolis-based provider of software products and outsourced support services to the private wealth industry, announces the release of its most recent upgrades across its private wealth technology solution. Ranging from new accounting features and enhanced reporting options to improved advisor-level data access, these new features further enhance Archway’s award-winning integrated accounting software and client portal technology.
“Archway is committed to the continuous improvement of our technology and service solutions,” said Ryan Laughon, President of Archway Technology. “In an effort to keep pace with our aggressive product roadmap, Archway has adopted an upgrade schedule that allows us to provide more enhancements at a greater frequency without sacrificing quality. As a result, our clients benefit from new and enhanced functionality throughout the year.”
The new features deliver a number of key benefits including increased operational efficiencies around AP Vendor 1099 processes, more detailed data capture related to credit card transaction activity and enhanced reporting capabilities designed to streamline report batch setup as well as expand optionality within individual report parameters. For advisors with multiple clients using the platform, the Veridium client portal now offers an enhanced Advisor Login containing an aggregated list of clients, which allows advisors to quickly and easily view individual client investment details. The new login capability provides a centralized point of access so that advisors can efficiently assess performance, allocation and other investment metrics across their client roster. Additional Veridium enhancements include new configuration and display options for improved end-client mobile reporting.
About Archway Technology Partners Archway Technology Partners, LLC (Archway) is a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, private wealth advisors and fund administrators. Archway’s primary objective is to help private wealth management firms better serve their ultra-high net worth clients through a single, integrated technology offering.
Archway’s proprietary software solution is designed to efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. Clients can choose to operate the web-hosted technology platform themselves through a software-as-a-service deployment or leverage Archway’s high-touch client service team for fully outsourced consolidated investment reporting, bill payment and partnership accounting services.