Archway

Archway provides one general ledger that acts as the book of record for private wealth, holding positions, entities and reports together. It has been built since 2002 for family offices, private banks and funds. Reports are drawn from the same ledger that closes the books, so figures match their source.

What Archway does

• Single family office platform: one principal's wealth tracked across entities, asset classes and generations.
• Multi-family office platform: separate books, portals and reports for each family under the office's own brand.
• Private bank platform: wealth infrastructure that connects to core banking systems and carries the bank's brand.
• Fund administration: partnership accounting based on the fund agreement for every vintage and investor.
• Reporting: performance, attribution, allocation and look-through entity reports on mobile, tablet and desktop.
• Outsourced services: Archway accountants running bookkeeping, payments, and cash and expense management.

Who it serves

Its clients are single and multi-family offices, private banks serving very wealthy clients, and investment funds.

Key facts

• Based in: United States
• In operation since: 2002
• Core product: general ledger and book of record