Archer's SMA solutions focus on helping investment firms build, customize, and distribute hyper-personalized retail portfolios at massive scale. Our tech-driven operations bypass traditional, manual middle-office bottlenecks to support growth without stretching capital.
The Archer Platform unifies the full lifecycle of an SMA into a single, cloud-based interface.
Integrates automated tax-loss harvesting. Allows custom environmental, social, and governance (ESG) filters based on specific investor preferences for truly personalized portfolios.
Combines multiple investment strategies into a single, cohesive account framework. This simplifies multi-asset management for mass retail investors while preserving strategy independence.
Streamlines everything from account setup and asset valuation to portfolio rebalancing and trade execution — all through a single, integrated workflow.
Automates data synchronization, trade reconciliation across custodians, performance billing, and investor reporting. Eliminates manual bottlenecks throughout the operations chain.
Sophisticated tax-loss harvesting algorithms that automatically identify and execute tax-efficient trades while maintaining portfolio alignment with target allocations.
Configure custom ESG screening criteria for each investor. Support for exclusion lists, sector tilts, and values-based constraints that align portfolios with individual investor beliefs.
The Archer Platform connects your investment strategies directly to a broad multi-custodial distribution network.
Models, mandates & custom portfolios
Tax / ESG Engine • Operations Hub
Wirehouses, TAMPs, Banks
Key advantages that help investment firms grow their managed account business efficiently.
Quickly transition fixed asset models into personalized SMA options. Launch new strategies in weeks, not months, and respond faster to market opportunities.
Connect directly to major wirehouses, regional broker-dealers, Turnkey Asset Management Programs (TAMPs), and banks through integrated distribution channels.
Remove the friction of manual onboarding by integrating directly with various trading counterparties and custodians. One platform, many connections.
Integrates with leading wealth platforms and custodial networks, providing expansive model portfolio distribution across the investment ecosystem.
By shifting back-office burdens to Archer's managed data services, wealth firms can efficiently scale customized strategies. The platform is engineered to capture a share of the rapidly expanding retail managed account market, which is projected to surpass $8 trillion in assets.
Discover how Archer's SMA solutions can help you build, customize, and distribute personalized portfolios at scale.