Product Description

About this Product

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

About Arch

Arch is the digital admin for private investments, delivering the missing infrastructure for managing alternative investments. Serving family offices, RIAs, individuals, banks, and institutions, we consolidate data, collect K-1s, and track performance, cash flows, and metrics while seamlessly updating reporting and accounting systems.
 

Arch centralizes all fund communications and documents in one searchable location, creating a collaborative workspace for all stakeholders. As a single source of truth for portfolio data, Arch enhances visibility, automates workflows, and delivers real-time insights, streamlining investment operations and coordination.
 

Our Open Data Program and API integrations enable technical systems to work together, allowing clients to enjoy data where they want it, when they want it.

Product Details

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Category

Data Aggregator, Document and Form Management, Portfolio Management, UHNW Technology
Serving Since Icon

Serving RIAs Since

2018
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Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.