Managed Technology Technology Advisory Mission Why ARCH Book a Meeting
Managed Technology for Independent RIAs

Focus on your clients. We'll handle the technology.

ARCH manages your IT, cybersecurity, productivity, and compliance archiving — and advises on your tech selection, integrations, automation, and AI strategy.

Book a Meeting → See What We Do

Let’s talk about your firm

We’ll follow up within one business day. No spam, ever.

100%
RIA-Focused
1
Bill. One Partner.
SEC
Compliance-Aligned
24/7
Monitoring & Support
Multi-Workplace Model
ARCH fits any workplace model — from on-site only to fully remote, and any hybrid situation in between.
Multi-Platform Solutions
ARCH works across Google, Microsoft, and Apple environments to give your team a unified experience.
Cloud-Native & Scalable
ARCH is cloud-native and easily scalable — built to grow with your firm.
Managed Technology

IT for Independent RIAs

ARCH delivers your entire foundation layer — IT infrastructure, cybersecurity, compliance archiving, and productivity & collaboration — fully managed, fully supported, one monthly bill. Here’s exactly what you get.

IT for RIAs

IT Infrastructure

Devices, software, networking, and 24/7 support — fully managed so your team has everything they need from day one and someone to call when anything goes wrong.

24/7/365 Helpdesk Tech support via phone, email, ticket, and chat with a 90-second response time or acknowledgment — around the clock, every day of the year.
Software Management Installation, updates, licensing, and patch management across all workstations and cloud services — your software stays current without your team lifting a finger.
Device Management Remote enrollment, configuration, and management of every firm device — lost or stolen hardware wiped instantly before client data is at risk.
Network Protection Firewall configuration, network monitoring, and perimeter protection with real-time anomaly alerts — threats stopped before they reach your systems.
Uptime Monitoring Continuous monitoring of your website, client portal, and critical SaaS platforms — if something goes down, we know and act before your clients notice.
Domain & DNS Domain registration, custom domain management, and email authentication to prevent impersonation — a common attack targeting advisory firms.
Hardware Procurement Sourcing, configuration, and deployment of all firm hardware with full asset tracking from purchase to retirement — one call, done.

Cybersecurity for RIAs

Cybersecurity

Multiple layers of protection — antivirus, email filtering, dark web monitoring, MFA, encrypted backups, and security training — deployed across every device and user account your firm has.

Malware Protection & Antivirus Detection and response across every firm device — threats detected, contained, and remediated in real time.
Dark Web Monitoring Continuous scanning for compromised firm credentials on the dark web — immediate alerts and guided remediation before damage is done.
Backup & Recovery Automated encrypted backups with daily, weekly, and monthly retention — full restoration when you need it, not eventually.
Email Security Advanced email filtering and phishing protection — threats blocked before they reach your team.
MFA & SSO Multi-factor authentication and single sign-on enforced across all firm systems — one secure credential set, provisioned in minutes for new hires.
Secure Browsing Malicious websites and risky domains blocked at the network level — an invisible layer of protection your team never has to think about.

Compliance Archiving

Email, SMS, social media, and messaging archiving configured to SEC Rule 204-2 — with retention policies, incident response procedures, and regulatory monitoring included.

Email Archiving All firm email archived via Smarsh or Global Relay per SEC Rule 204-2 — searchable, audit-ready, and retained for the required 7-year minimum.
Social & Mobile Archiving SMS, WhatsApp, LinkedIn, and every other client communication channel captured and archived automatically — wherever the conversation happens.
Security Training Ongoing phishing simulations and security awareness training for all staff — reduces human error and documents your program for examiners.
Data Retention Retention schedules configured and enforced to meet SEC and state requirements — records kept exactly as long as required, then purged automatically.
Incident Response Documented, tested procedures for security incidents and data breaches — maintained to satisfy SEC Regulation S-P.
Regulatory Monitoring Continuous monitoring of SEC, FINRA, and state regulatory changes — translated into actionable configuration updates so your firm stays ahead.

Productivity & Collaboration

Email, file storage, video conferencing, VoIP, and team messaging — licensed, configured, and secured for every user.

Email Microsoft 365 or Google Workspace — fully configured with security policies, spam filtering, and compliant archiving so your team is productive from day one.
Productivity Suite The full Microsoft 365 or Google Workspace suite — licensed, deployed, and always up to date with optional Box or SmartVault integration. Nothing for your team to install or manage.
File Storage Encrypted, permission-controlled cloud storage via SharePoint or Google Drive — the right people access the right files, every time.
Video Conferencing Microsoft Teams, Zoom, or Google Meet configured for client and internal meetings with compliant recording where required.
VoIP & Messaging Zoom Phone, Teams Phone, RingCentral, or Google Voice for business calls and texts, plus Teams, Google Chat, or Slack for internal collaboration — all with compliant archiving built in.
Managed Technology

Everything Your Firm Needs

  • •24 / 7 / 365 Tech Support
  • •Multi-Layer Cybersecurity with Antivirus & Malware Protection
  • •SEC Compliance Archiving & Data Back-Up
  • •Email, Phone, Text, Video­conferencing, File Storage & Productivity Software — all licenses included
  • •Workstation Hardware Procurement & Set-Up — hardware costs passed on at our wholesale rate
  • •And more — all managed, all supported, one monthly bill.
One-Time
$500 starting per location
Network upgrade & setup
Monthly
$350/mo per location
Base fee includes IT, cybersecurity, productivity, and compliance archiving.
+ $250/mo per person
All software licenses included — email, phone, text, video, file storage, and compliance archiving.
One-year commitment.
How Our Pricing Works

Please review each point below to unlock our pricing.

0 / 4
Technology Advisory

Go beyond IT support with strategic technology advisory

ARCH serves as your go-to technology advisor — helping you evaluate, implement, and optimize every layer of your wealth technology stack.

RIA Tech Stack Buildout

Business
Development
Client
Engagement
Financial
Planning
Reporting
Research
Portfolio
Management
CRM

Tech Stack Buildout

We assess your firm’s workflows, growth stage, and goals — then recommend a complete technology stack built around how you actually operate, not a generic template.

Wealth Tech Integration

⇌ INTEGRATION

Integration Implementation

Your platforms should work as one. We connect your existing tools — eliminating manual data entry, closing information gaps, and ensuring your stack operates as a cohesive system from day one.

Wealth Management Workflow Automation

Trigger
→
Action
→
Review
→
Done

Automation Optimization

We identify repetitive, time-consuming workflows across your practice and replace them with automated processes — freeing your team to focus on clients, not admin tasks.

Wealth Management AI Enablement

Summarize today's client meeting
Meeting summary ready. 3 action items identified…
|

AI Enablement

From meeting summarization to client communication, we identify, evaluate, and implement AI tools built for RIAs — practical, compliant, and designed around how advisory teams actually work.

Select the Right Tech

With hundreds of options in every category, most RIAs are overwhelmed before they start. Arch helps you cut through the noise.

The universe of wealth management tech — 350+ tools across 40+ categories
OrionTamaracBlack DiamondAddeparBloombergYChartsMorningstarFactSetRedtailSalesforceWealthboxHubSpoteMoneyMoneyGuideRightCapitalHolistiplanVanillaSmarshGlobal RelayZoomSlackTeamsBoxRingCentralFlourishPonteraFMGZocksSnappy KrakenClaudeChatGPTRiskalyzeNitrogenKwantiiRebalAltruistCalendlyLoomCanvaPandaDoc
ARCH narrows the field
1
Discovery
Firm assessment
AUM, headcount, service model, growth plans
Stack audit
What you have, what's working, what's not
Workflow mapping
How work moves through your firm today
2
Evaluation
Category scoring
Each tool scored on fit, cost, and integration
Compliance review
Archiving and regulatory requirements validated
Integration check
How each option connects to your stack
3
Recommendation
Written proposal
Tools, rationale, alternatives, and tradeoffs
Rollout roadmap
Sequenced plan with timelines
Cost model
Total cost including licenses, setup, support
4
Execution
Procurement
License negotiation and vendor management
Deployment
Configuration, migration, integrations
Training
Team onboarded, docs delivered
Your stack — selected, built, and managed
Your completed stack
Fully integrated
CRM Financial planning Reporting Portfolio management Research Client engagement Business development

The right tools for your firm — selected based on your business model, service approach, and growth goals.

Every recommendation is written up with rationale, alternatives, and tradeoffs — so you make an informed decision.

One partner, every decision — from initial selection to ongoing vendor management as your firm grows.

Make your tech work for you and save time.

A tech stack that isn't integrated is just a collection of expenses. The real value comes when every tool talks to every other tool — eliminating double entry, reducing errors, and freeing your team to focus on clients.

✕ Without Integration
You are the connector
Diagram showing manual integration without automation - all tools connect directly to a central user
Business Dev
Client Engage
Fin. Planning
Research
Reporting
Portfolio Mgmt
👤
YOU
doing it all
Manual re-entry. Errors. Time lost.
✓ With Integration
Tools connect. You lead.
Diagram showing integrated tools working together without manual intervention
Business Dev
Client Engage
Fin. Planning
Research
Reporting
Portfolio Mgmt
👤
YOU
focused on
clients
One source of truth. Zero re-entry.

One source of truth across every platform — no duplicate entry, no data gaps, no manual syncing.

Native integrations where possible, custom API work where necessary — we use whatever gets the job done.

Ongoing monitoring so you know the moment a sync breaks — before it affects your team or your clients.

Work smarter, not harder.

From first prospect contact to onboarding to ongoing service — every workflow in your firm is an opportunity to eliminate manual steps and move faster. Arch identifies, designs, and builds the automations that make your team more effective.

You do this
ARCH automates this
1
Engagement
Advisor
Send agreement
Pick template, send
E-sign captured
Countersigned copy filed
auto
CRM record created
Contact + household
auto
2
Account setup
Ops / Admin
Verify client info
Confirm KYC details
Custodian paperwork
Account forms pre-filled
auto
ACAT submitted
Status alerts active
auto
3
Compliance + billing
Automated
Docs archived
Retention-tagged
auto
Fee schedule set
From agreement terms
auto
Invoicing configured
Recurring billing live
auto
4
Activation
Advisor
Welcome call
Personal introduction
Welcome email sent
Intro + next steps
auto
Portal access
Login credentials sent
auto

Purpose-built automations designed around your workflows — not generic templates dropped into your stack.

From onboarding to quarterly reporting, we target the highest-volume, most time-consuming workflows first.

Spend less time on repetitive tasks and scale your practice without scaling headcount — automated workflows grow with you.

Leverage the power of AI

AI is reshaping how advisors research, communicate, and serve clients. Arch identifies the right tools for your firm and implements them in ways that are practical, compliant, and built for how advisory teams actually work.

Your Existing Stack
Business Development
Client Engagement
Financial Planning
Reporting
Research
Portfolio Management
CRM
Productivity & Collaboration
Compliance Archiving
Cybersecurity
IT Infrastructure
+
AI Tools
Zocks
Meeting notes & CRM sync
Jump
AI for financial advisors
Claude
Research & drafting
ChatGPT
General AI assistant
Copilot
Microsoft 365 AI assistant
Gemini
Google AI assistant
→
AI-Enabled Firm
How can I help you today?
Draft client email
Summarize meeting
Research a holding
Ask anything...

Every AI tool is evaluated in an RIA context — we only recommend what actually works in practice.

Compliance is built into every implementation — no tool goes live without a full regulatory review for your firm type.

We stay current so you don't have to — as AI tools evolve, we bring you updated recommendations proactively.

How We Scope & Price

Project-Based Pricing

1
Complete Onboarding
As part of our platform, onboarding enables us to deploy the solutions we advise on efficiently and provide reporting on ROI before and after implementation.
2
Discovery & Assessment
We deploy recording agents across your workflows to capture how your team actually operates — uncovering hidden inefficiencies, redundant steps, and opportunities you may not see from the inside.
3
Scope & Proposal
Using reporting and analytics from the discovery phase, we measure the potential ROI of each opportunity — then present a fixed-price proposal with clear deliverables and timeline. No surprises.
4
Build & Implement
We execute the project with regular check-ins so you always know where things stand.
5
Manage & Optimize
Training, documentation, and ongoing monitoring — we continue to refine and improve through your managed technology partnership.
Pricing Model
Project-Based
Every engagement is scoped and priced individually based on your firm’s needs, complexity, and timeline.
  • •Fixed-price proposals — you know the cost before we start
  • •No hourly billing or open-ended retainers
  • •Ongoing optimization included through your managed technology partnership
Requires Managed Technology partnership.
Mission

Help RIAs build the next-generation of tech stacks

ARCH exists to help every RIA build a technology foundation that actually works — not a patchwork of disconnected tools, but a real infrastructure. Your tech stack is four critical layers, each made up of the specialized components that define how you operate, serve clients, and scale.

The foundation layer — IT infrastructure, cybersecurity, compliance, and the productivity tools your team depends on every day.

IT Core
IT Infrastructure
Cybersecurity
Compliance Archiving
Productivity & Collaboration

The business layers — planning, portfolio management, CRM, reporting, research, and business development are the tools that define your client and advisor experience.

Wealth Tech
CRM
Portfolio Management
Financial Planning
Reporting & Research
Client Engagement

The connective tissue across your entire stack — binding IT, wealth tech, and AI into one unified system that eliminates redundant data entry, syncs every sublayer, and keeps your firm running as a single platform.

Integration & Automation
Native Integrations
API Connections
Workflow Automation

The catalyst layer — it enhances every layer beneath it. It’s the newest layer and the one that will evolve fastest, and the best firms are enabling AI at every level of their tech stack.

AI
AI Research Tools
Copilot Assistants
Intelligent Automation
Why ARCH

Built different for independent RIAs

Everything an independent advisor needs from a technology partner — built by a team that only does this, for firms like yours.

Purpose-Built for RIAs

Not a generic IT shop that also serves dentists, lawyers, and retailers. Every service, recommendation, and workflow is built around how advisory firms actually operate.

One Partner, One Bill

Your core IT, security, productivity, and compliance — consolidated under one partner with one monthly bill. Stop coordinating between separate vendors.

Your Technology Gets Better Every Quarter

Every quarter, we review your stack against what’s new in the market and bring you specific recommendations — new tools, integrations, or automations — with a clear case for why they matter to your firm.

A Team That Already Knows Your Systems

No ticket queues, no starting from scratch. Your dedicated team knows your stack, your workflows, and your compliance requirements — so when something breaks or needs to change, we move fast.

An IT Core That Scales

Whether you’re launching your first firm or growing from 100 to 500 clients, ARCH is built to handle growth in headcount and client base.

Your Best Interest, Always

We recommend the tools that are right for your firm — period. You’ll always know what we’re doing, why we’re doing it, and what it costs.

Get Started

Ready to upgrade your firm's technology?

We’ll learn about your practice, walk through what ARCH delivers, and figure out if we’re the right fit.

Book a Meeting →