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Average Ratings 0 Ratings

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ease
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

PSVTracker serves as a comprehensive portfolio management tool designed for investors with diversified assets across both public markets and private investments. Unlike most personal finance applications that limit themselves to tracking brokerage and bank accounts, PSVTracker includes a broader range of assets, such as real estate syndications, private equity and venture funds, direct property holdings, cryptocurrency, precious metals, vehicles, and liabilities, all integrated seamlessly alongside linked brokerage accounts. The software automatically computes various financial metrics including XIRR, TVPI, DPI, RVPI, cash-on-cash returns, equity multiples, and CAGR for each investment as well as for the entire portfolio. Additionally, it enables users to assess their performance by comparing expected outcomes against actual results based on sponsor projections, meticulously tracks all capital events—including contributions, distributions, and returns of capital—manages complex ownership structures and nested entities, and efficiently marks the status of K-1 forms, whether received or pending. Connections to banks and brokerage accounts are securely facilitated through Plaid, while data is protected through encryption both in transit and at rest using AWS services. Furthermore, users can share read-only access with their CPA, spouse, or financial advisor for collaborative management. A free plan is available, allowing users to explore the tool without the need for a credit card.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Plaid No 

Integrations

Plaid Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$25/month
Newbie: Free forever. Unlimited investments, holdings and transactions, unlimited CSV and spreadsheet imports, 3 account connections, 30 Ask PSVT questions a week.

Tracker: $25/month or $249/year. Unlimited account connections, 60 Ask PSVT questions a week, 1 shared user.

Optimizer: $60/month or $599/year. Future projections, tax estimate and adjusted net worth, automatic monthly revaluations, unlimited home and vehicle value lookups, 100 Ask PSVT questions a week, unlimited shared users.

Annual billing saves 17%. Priced per account, not per user. New accounts get a 14-day free trial at Optimizer level, no credit card required.
Free Trial Yes 
Free Version Yes 

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 No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Arch

Founded

2018

Country

United States

Website

arch.co

Vendor Details

Company Name

PSVTracker

Founded

2023

Country

United States

Website

psvtracker.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

Investment Management

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

Alternatives

Alternatives