Archway Technology is at the forefront of the ultra-high net worth consolidated accounting, investment management and reporting industry, providing the most comprehensive and powerful solutions for empowering wealth management firms to more effectively and efficiently deploy, protect and grow client wealth.Our enterprise-grade software and outsourced service offerings have been purpose-built to serve the full universe of private wealth back-office and front-office needs through a single, integrated technology platform. The proprietary platform supports complex partnership, portfolio and internal accounting capabilities alongside client fee billing, investment management and multi-asset data aggregation. In addition, there is a mobile-enabled client portal through which a broad range of performance, allocation, and risk reporting can be generated. We serve clients that span the wealth management industry, with assets ranging from $20 million to over $20 billion, including many of the largest Single and Multi-Family Offices in the world, leading global Private Banks, Investment Advisors, Hedge Funds and CPA Firms.SpecialtiesWealth Management Software, Data Aggregation, Portfolio Accounting, Performance / Risk Reporting, General Ledger Accounting, Partnership Accounting, Outsourced Reconciliation, Accounting, and Bill Payment Services

Provide private wealth aggregation and data-driven solutions for private banks, family offices and RIA firms serving high-net-worth and ultra high-net-worth clients with traditional and alternative assets totaling over $88 billion.Support the Managing Director and Sales Director in sales presentations including initial presentations, demonstrations, and assisting in the proposals. Manage a team of 14 client service team members who provide high quality support to clients including problem resolution, training, and customized report solutions.

Successfully completed manual pre-sale training program and assisted with 7 new acquisitions, accountable for retaining and managing 7 client renewals.Worked with sales team to provide comprehensive healthcare solutions to customers.Conducted negotiations with internal sales force regarding risk assessment and account level rate development.

Integral part of four-person investment consulting team servicing a client base of 24 accounts totaling over $25 billion in pension, foundation and high net worth assets.Responsible for performance analysis of domestic/international equity and fixed income portfolios, including peer rankings, style drift, risk/return comparisons and sector attribution for over 50 underlying managers.Assisted in asset allocation modeling and plan structure review; worked effectively with pension fund staff and investment managers to refine investment policy and manager allocation decisions.