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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhance your operational efficiency and mitigate risks while accelerating your product launch timeline. Archer provides an investment management platform along with comprehensive outsourcing solutions that simplify and expedite operations throughout the entire process, allowing your team to maintain a competitive edge. By utilizing Archer's robust platform, you can capitalize on emerging opportunities more effectively. Our user-friendly cloud technology and adaptable integration capabilities optimize each phase of the investment lifecycle. Archer equips your team with the tools needed to swiftly tap into new distribution channels. With features ranging from UMA model delivery to SMA participation, our advanced technology and established industry connections significantly lower both the entry costs and the time required to reach the market. We leverage our strong partnerships with custodians and brokers to guarantee compatibility with sponsor programs and facilitate seamless data exchange. Furthermore, our enterprise web-based platform ensures that all components of our comprehensive technology work effortlessly with your current systems, enhancing overall productivity and collaboration. By choosing Archer, you are not just adopting a platform; you are embracing a transformative approach to investment management that prioritizes speed and efficiency.

Description

TradeLog offers you the essential tools to go beyond merely generating tax reports. You can manage your wash sales effectively, utilize specialized tax regulations, or even transition to a trader tax status. For over two decades, thousands of traders and tax professionals have relied on TradeLog's reporting. If you'd prefer to leave the tax complexities to someone else, our turnkey service solutions through Trader Tax Solutions by TradeLog allow you to concentrate on your trading activities while we handle the tax aspects. While broker 1099-B reports adhere to IRS broker reporting guidelines, individual taxpayers have distinct reporting demands. TradeLog leverages your actual trade history to produce IRS-compliant reports that active traders and investors need for their tax submissions. By reconciling with your 1099-B, you can also make any necessary adjustments to ensure precise reporting. This comprehensive approach simplifies the tax filing process, providing peace of mind as you navigate your trading journey.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Mindflow
Ncontracts
RegScale
Skypher
Unframe

Integrations

Mindflow
Ncontracts
RegScale
Skypher
Unframe

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$89 per year
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

Archer

Founded

2000

Country

United States

Website

www.archerims.com

Vendor Details

Company Name

Cogenta Computing

Country

United States

Website

www.tradelogsoftware.com

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

Alternatives

Alternatives

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