Arch: Private Investment Management Software
Arch helps investment firms and family offices manage alternative asset documentation. It is designed for teams that need to centralize data from multiple managers and institutions.
At a glance
- Category
- Finance & Accounting
- Best for
- Family Offices, Investment Firms, Asset Management Companies, Private Equity Firms, Registered Investment Advisors
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Alternative Asset Administration, Investment Insight Tracking, Portfolio Collaboration, Data Standardization
- Official website
- arch.com
Arch is a digital administration tool for the private investment and alternative assets space. It serves as a hub for gathering communications, documents, and data from various institutions and managers, organizing them into a standardized format.
The platform is designed for a variety of stakeholders, including advisors, allocators, accountants, and family offices. It focuses on the organization of investment changes and portfolio documentation.
Capabilities include the use of AI to summarize investor letters and a permission-based system for collaborating with external service providers. Buyers should confirm how the platform's data extraction fits their specific reporting needs.
Security features include SOC 2 certification and AES-256 encryption for financial data.
Key Features
Collects and consolidates investment communications and documentation from multiple sources.
Organizes aggregated investment data into a standardized format to help analyze trends and performance.
Extracts data and supports task management across teams for administrative investment duties.
Uses AI to create summaries of investor letters and other lengthy investment documents.
Allows stakeholders, such as accountants and advisors, to manage tasks with curated access levels.
Includes AES-256 encryption, SOC 2 certification, multi-factor authentication, and single sign-on integration.
Use Cases
Aggregating and categorizing documents for private equity or other alternative investments.
Using automated summaries to identify major changes in investor letters.
Providing accountants or advisors with controlled access to investment data for tax or reporting purposes.
Organizing manager communications into a unified view for performance analysis.
Best For
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
Arch aggregates, categorizes, and consolidates investment communications and data from various managers into a single, standardized platform.
The platform uses AI to generate summaries of investor letters and other lengthy documents to help users identify major investment changes.
It is designed for investors, advisors, clients, allocators, accountants, and family offices involved in the private investment process.
Arch uses AES-256 encryption, TLS 1.2+ in transit, and holds SOC 2 certification.
Source category: Finance & Accounting
Source subcategory: Investment Management
