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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Effortlessly oversee your investments, updates, taxes, capital calls, distributions, and financial statements from a single, integrated platform. Arch interfaces with the back office for each private investment, consolidating all communications and documents securely in one place. By automating various investment management tasks, Arch ensures your account remains current and organized. You can easily access your investment history and document repository, which includes updates, account statements, tax information, capital call notifications, and distribution records. All your investment communications are conveniently housed in one secure portal, eliminating the need to search for documents scattered across multiple websites and platforms. Additionally, the system allows for systematic updates across your accounts in the event of a move, change in ownership, or any required modifications, providing a comprehensive solution for managing your investments effectively. This way, you can focus more on strategic decisions and less on administrative tasks.

Description

Enhance your fundraising capabilities and expedite your closing process with an integrated suite that includes data rooms, lead management, online subscriptions, and a tailored CRM for private fundraising. Eliminate the need for spreadsheets with intuitive tools designed for calculating returns, managing waterfalls, and automating workflows for investors. Offer your clients exceptional reporting and instant access to their investments through the top investor portal in the industry. Optimize your fundraising initiatives and accelerate closings using customizable data rooms and online subscription options. Seamlessly create and securely distribute personalized notices, financial statements, and reports that meet industry standards. Effortlessly oversee partnership accounting while automating distribution calculations and tracking payments all from a single, centralized dashboard. This comprehensive approach not only simplifies processes but also enhances client satisfaction and engagement.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Compudyne No 
Docusign No 
Gmail No 
Google Analytics No 
Lob No 
Mailchimp No 
MaxPatrol No 
Microsoft Outlook No 
Oracle S&OP No 
Vectra AI No 
Vyzer No 

Integrations

Compudyne Yes 
Docusign Yes 
Gmail Yes 
Google Analytics Yes 
Lob Yes 
Mailchimp Yes 
MaxPatrol Yes 
Microsoft Outlook Yes 
Oracle S&OP Yes 
Vectra AI Yes 
Vyzer Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Arch

Founded

2018

Country

United States

Website

arch.co

Vendor Details

Company Name

Juniper Square

Founded

2014

Country

United States

Website

www.junipersquare.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Commercial Real Estate

Brand Management No 
CRM Yes 
Cash Flow Analysis No 
Critical Date Alerts Yes 
Deal Management No 
For Appraisers No 
For Brokers No 
For Investors Yes 
For Property Managers No 
Portfolio Management Yes 
Strategic Planning No 

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management Yes 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management Yes 

Real Estate Transaction Management

Accounting Yes 
Appointment Scheduling No 
CRM Yes 
Commission Management No 
Contract Management No 
Critical Date Alerts Yes 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review Yes 

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