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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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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.
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
More info about us
Category
Serving RIAs Since
Discount for Schwab Clients?
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.