Point vs Arch
You are looking for alternatives to Point. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Arch
Category
Data Aggregation
New York-based Arch provides an intuitive, digital investment admin platform that tracks data from all private investments. Arch’s automated system collects K-1s, manages cash flows, and provides reporting-ready data, removing the need to access 3rd party portals.
Read moreCompany
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by management
- Key staff have ownership
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UK
- Switzerland
- UAE
- USA
Total AUM
–
Avg. AUM per client
–
- 50-100
–
- 2018
- External investors
- Key staff also have ownership
- Clients are also owners
- United States of America
- New York City
–
–
-
Client
Focus
- Single-family offices,
- Multi-family offices,
- Private Banks,
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
- Single family offices
- Individual wealth owners
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Custodians
- Banks
- Accountants
- Fund of funds
- Individuals: 20%
- Single Family Office: 40%
- Multi-Family Office/RIA: 30%
- Institution/Banks: 10%
Product
Main Tasks
- Data Aggregation
- Investment Book of Record (IBOR)
- Advanced Portfolio Analysis
- Consolidated Total Wealth Client Reporting
- Data Sharing & Integration
Top features
- Data Aggregation & Reconciliation
- Independent Investment Book of Record (IBOR)
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currency
- Open Data Sharing & Integration
Assets supported
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
Compliance
–
Whitelabel
- Yes
- Consolidated Reporting
- Data Aggregation
- Data Validation
- Data Processing
- Tax Document Collection
- Task Management
- Cash Flow & Capital Call Management
- Digital Excellence
- Transparency
- Bankable or Financial Assets & Funds
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
–
Yes
Technology
Type Of Software
- SAAS
- Serviced Software
Security
- Hosted on Azure
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkit
- Expersoft PM1
- Orca
- Moneyinfo
- Investglass CRM
Mobile App
- Yes (via integration partner)
SaaS
–
–
Addepar, BlackDiamond, Advent APX, Orion, Masttro, SEI Family Office Services – Archway, and other performance reporting systems as requested.
No