Spend more time identifying growth opportunities and less time tracking tasks across teams. Archer’s automated workstream speeds the process of initiating activities, defining parameters, ensuring accuracy, and executing to ensure that no step gets missed along the way.
Designed to boost efficiency while reducing operational errors, Archer delivers complete transparency across every function. Seamlessly activate new accounts, process cash requests, manage service requests, and rebalance portfolios. Thanks to automated alerts and a digital document archive, your team can maintain regulatory compliance, minimize handoff errors, and quickly meet client requests.
Every activity begins with Archer’s Paperwork Center – our secure repository for requests and documents including legal agreements, tax harvesting requests, and composite membership exceptions. The customizable queue sets reminders for operations and trade implementation teams with assignable statuses including Open, Pending Review, Ready to Trade, and Closed.
In addition to a clear structure of account relationships with brokers and custodians, Archer’s workstream provides convenient communication and ticketing through our secure portal. Ensuring ongoing collaboration and workflow customization to meet your firm’s needs.
Optimized for Automation
Designed by operations experts, Archer’s automated workstream ensures smooth effortless operations across your firm. Our technology replaces manual tagging and off-system paper trails with automated wash/sale restrictions, ready-to-trade alerts following tax sells, and composite membership management linked to exception documentation.
