November 30, 2016 | Archer, the Complete Investment Management Solution
Archer®, a leading technology and services innovator for the investment management industry, has been shortlisted for the Family Wealth Report Awards.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2016’.
Archer has been shortlisted in two categories: Wealth Management Technology—Portfolio Management, and Wealth Management Technology—Outsourcing/Business Process Outsourcing.
Commenting on the firm’s shortlisting, Bryan Dori, President and CEO, said: “We are thrilled to have been shortlisted for these prestigious awards. It is a great recognition for our portfolio management technology and outsourcing solution, as well as a testament to the dedication, expertise and innovation shown by everyone at Archer.”
ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms. He said: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management. Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar.”
Winners will be announced at a gala awards dinner which will be held in New York on March 2, 2017 at the Mandarin Oriental.
About Archer®
Archer is a technology and services innovator for the investment management industry including institutional, private wealth and retail managers. Archer provides a fully integrated, secure cloud-based platform that simplifies the investment management process across channels allowing management firms to scale rapidly. Growth is supported with always up-to-date and accessible technology – nothing to install, maintain on servers, or to slow down a manager’s core business. Archer also uniquely offers selective operations outsourcing, providing managers the ability to control costs, gain flexibility and speed time to market. Selective outsourcing allows firms to choose services that fit their needs, so they can focus on delivering results.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.
With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.
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