michael.pendergrass
Acronym
Arch
Product ID
Arch
Description
Arch is the digital admin for private investments.
Images
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Details
- Your alternative investments, unified in one view. Track holdings, cash flows, and performance metrics across your entire portfolio in a single, comprehensive dashboard - no more juggling multiple portals or spreadsheets.
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Details
- Track your K-1s from arrival to action. Monitor expected vs. received tax documents across your portfolio, with real-time status updates and automated follow-ups to fund managers. One click to invite your accountant and securely share tax documents.
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- Never miss a capital call again. Track upcoming deadlines, amounts, and verified wire instructions in one organized view - ensuring timely and accurate investment contributions without the administrative headache.
Features
Arch is the digital admin for private investments:
- Automated document collection and data extraction
- Task and workflow management around capital calls and K-1s
- Real-time portfolio insights and seamless team collaboration
Vendors
Management Style
Schwab Products