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Description
Effortlessly oversee new investments, updates, taxes, capital calls, distributions, and financial statements all from a single platform. Arch integrates with the back office for every private investment, consolidating all documents and communications within a secure and organized environment. By keeping your account current, Arch introduces a layer of automation to streamline investment management responsibilities. It efficiently handles all documentation and correspondence, enhancing organization, data accessibility, and insights for private investments. Securely disseminate all investment updates and investor data through a user-friendly, standardized platform, which not only saves time for funds and fund administrators but also enhances the overall experience for both the fund and its investors. Additionally, Arch allows you to monitor the progress of essential tasks and automatically remind investors, significantly decreasing the time your firm dedicates to administrative duties. This comprehensive approach ensures that all parties remain informed and engaged throughout the investment process.
Description
NüWorkflow emerged from the challenges faced while working within an investment firm. The solutions developed cater to the needs of various departments, including IT, administration, client services, and research. Each department benefits from distinct features tailored to their specific requirements. For instance, the IT team can utilize tools for creating workflows, managing database connections, and monitoring errors. Meanwhile, client service and administrative departments are equipped with capabilities for generating daily reports, automating processes, and ensuring quality control. Additionally, researchers can independently re-run specific workflows established by IT through a web browser, eliminating the need to seek assistance from IT personnel. As automated tasks increasingly rely on database connections, FTP servers, calendar and holiday logic, email templates, and other inputs, the complexity rises. While managing a few automated tasks might be straightforward, the necessity for a robust system to oversee and streamline automation becomes critical as the number of tasks expands. This centralized approach not only enhances efficiency but also empowers departments to operate seamlessly without constant IT intervention.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Arch
Founded
2018
Country
United States
Website
archlabs.com
Vendor Details
Company Name
Opulos Financial Software
Founded
2013
Country
Canada
Website
www.opulos.com/solutions/nuworkflow/
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management