Better data with automated updates
Automatically receive updated investor information and W-9s when investor information changes.
Arch automatically updates investor information, ensuring you have the most up to date records and contact information.
Expedite investor on-boarding
Arch expedites investor on-boarding with tools for AIQP and subscription document facilitation.
Save time with Arch operational support tools
Benefit from automated reminders to your investors, saving you from following up with investors for tasks like capital calls.
Track the completion of key tasks and automatically follow up with investors, reducing firm time spent on administrative tasks.
Reduce redundant client requests
Arch allows you to efficiently share important information to all clients, like anticipated arrival date for K-1s, limiting redundant requests from your investors.
Don't have a portal? Arch offers an inexpensive and easy-to-use solution to securely communicate with your investors.
- Share information with your LPs in a secure, time-efficient environment
- Reduce repetitive manual operations tasks
- Shared archive of all important investment documents
- Streamline investment operations
- Provide better data, insights, and service to your investors
Arch is a natural progression for our workflow. If Arch hadn't come along, I would have been forced to cobble together my own solution.
Tarp J.
CFO, Family OfficeSimplify your
back-office today.
Questions?