Last Updated
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.
Be the first one to leave a review!
No review found
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
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.
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.
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.
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.
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.
Top Recommended Software
