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Arch is designed to not only remove frustration and pain, but also save time, enhance insights, and inform better business decisions.
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Arch works with family offices, multi-family offices, RIAs, and institutional investors to replace the spreadsheets, manual labor, and antiquated systems used to manage alternative investments.
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Arch automates the tracking, collection, and storage of tax documents (K-1s & 1099s), providing a secure digital tax inventory that can be shared across the internal team members, as well as external parties (i.e. CPA, accounting firm).
Product Description
About this Product
Arch is the digital admin for private investments:
- Alts data and documents aggregated from all alts managers
- Digital tax inventory for shared access with clients & CPA
- Daily email summarizing all investment activity & updates
About Arch
Arch automates the operations, reporting, and collection of alternative investment data, reducing the administrative burden of manage complex client portfolios. Arch aggregates documents across all fund managers (via portals and emails), giving all stakeholders access to the alternative investment data they need; K-1s for CPAs, capital call requests for operations team members, financial updates for investors/advisors, and standardized data across all positions for input into performance reporting tools.
Product Details
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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.