Archer
Curated by SignalWealth management software suite streamlining operations for investment managers.
Overview
Archer is a wealth management software suite aimed at improving the operational efficiency of wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. Archer serves institutional, private wealth, and retail investors, addressing the complexities of investment management through a middle office solution that aims to streamline operations across the investment lifecycle. The software includes compliance features and secure data aggregation to support client engagement while maintaining regulatory compliance. Additionally, Archer allows for integration with external financial services, which may assist investment managers in product launches and adapting to changing client requirements.
Key facts
- Founded
- 2000
- Headquarters
- Berwyn, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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