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Overview
The Archway client portal allows families and investment managers to access consolidated financial reports and investment data on demand from any device. This improves transparency and financial oversight. While implementing comprehensive reporting systems may require configuration, their detailed analytics and asset tracking capabilities significantly strengthen financial management.
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Starting Price
$3,000 - $10,000
/year
Archway Specifications
- Financial Reporting
- Audit Trails
- Multi‑Currency Support
- Vendor Management
What Is Archway?
Archway is a financial management and reporting platform designed to help family offices, private banks, and wealth management firms. It works to track financial activity and manage complex investment portfolios. This award-winning platform centralizes accounting, reporting, and asset management processes to provide a clear financial overview. With tools such as consolidated investment reporting, general ledger accounting, and expense management, Archway enables organizations to monitor financial performance. It even helps maintain compliance and streamline financial operations across multiple accounts and asset classes.
How Much Does Archway Cost?
According to industry benchmarks for similar family office and investment accounting software, Archway cost ranges between $3,000 and $10,000/year. This range is intended for general budgeting purposes, as actual costs can differ based on the number of users, assets under management, and specific module selections.
In addition to the base subscription costs, organizations should account for the following expenses:
- Implementation: $1,000–$15,000 for small offices; $15,000–$50,000+ for complex or enterprise deployments
- Data Migration: $2,000–$12,000, based on the volume and format of historical financial data
- Staff Training: $1,000–$8,000, depending on the number of users and training depth
- Integrations with custodians, banks, or third-party financial systems: $3,000–$15,000, depending on integration complexity
Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.
Archway Integrations
Who Is Archway For?
Archway is ideal for a range of industries, including:
- Family offices
- Private banks
- Private wealth advisors
- Assets managers
Is Archway Right For You?
Managing complex investment portfolios and multiple financial accounts can become difficult without centralized reporting and financial oversight tools. Archway software addresses these challenges by providing consolidated investment reporting, expense management, and general ledger functionality on a single platform. These capabilities allow organizations to gain clearer financial visibility and improve financial decision-making. Notably, 10 of the 25 wealthiest families listed in Forbes’ “America’s Richest Families” 2024 ranking use Archway’s platform for financial reporting and management.
Still not sure about Archway? Contact our support team at (661) 384-7070 for further guidance.
Archway Features
Client Portal
The client portal provides a secure environment where clients and financial managers can access consolidated financial data, portfolio information, and performance reports. This enables stakeholders to easily review financial insights from any device, fostering a tailored client experience.
Consolidated Investment Reporting
Archway software enables firms to generate comprehensive investment reports by consolidating financial data from multiple accounts and asset classes. This capability helps organizations gain a clear overview of clients’ wealth, portfolio performance, and financial activity.
Personal Expense Management
The expense management feature allows organizations and family offices to track and categorize personal and operational expenses efficiently. It helps streamline the bill payment workflow with digital approvals while keeping the process auditable for accurate reporting and compliance.
Integrated General Ledger
The integrated general ledger helps organizations maintain accurate accounting records across multiple entities and financial accounts. It streamlines bookkeeping processes for cash movements, bill payments, and capital distributions, automating manual accounting procedures.
Comprehensive Asset Tracking
Archway features comprehensive asset tracking tools to track financial and non-financial assets across portfolios. It consolidates fixed-income, private-equity investments, and hedge funds. This functionality allows organizations to maintain accurate asset records and gain better visibility into overall wealth management performance.
Pros And Cons of Archway
Pros
Centralized platform for investment reporting and financial management
Detailed portfolio tracking and consolidated reporting capabilities
Secure client portal improves financial transparency
Cons
Customer support time may vary at times
Implementation may require configuration for complex financial structures
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Frequently Asked Questions
Does Archway have a mobile app?
No, Archway does not have a mobile app.
Who are the typical users of Archway?
Typical users include family offices, private banks, wealth management firms, alternative asset managers, and financial advisory organizations.
Does Archway offer an API?
Yes, Archway offers an API.
What language does Archway support?
Archway primarily supports English.
What types of pricing plans does Archway offer?
The Archway price is not publicly listed. According to an estimate, its cost ranges from $3,000 to $10,000/year. Request a personalized Archway pricing quote for your business.
What level of support does Archway offer?
It offers support via email.
What other apps does Archway integrate with?
Archway is designed to integrate with financial data providers, custodians, and banking systems used by family offices and investment management firms.