Go beyond IT support with strategic advisory
ARCH is your go-to technology advisor, helping you evaluate, implement, and optimize every layer of your wealth technology stack.
Strategic Technology Advisory for RIAs
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
Most RIAs are overwhelmed before they start. We design the stack that fits how your firm actually works, not a generic template.
- Chosen for your business model, service approach, and growth goals
- Every pick documented with the rationale, alternatives, and trade-offs
- One partner, from first selection through ongoing vendor management
Wealth Tech Integration
An unintegrated stack is just a pile of expenses. We connect your platforms so data flows automatically, cutting double entry and errors.
- One source of truth, with no duplicate entry, data gaps, or manual syncing
- Native integrations where they exist, custom API work where they don’t
- Ongoing monitoring that flags a broken sync before it reaches your team or clients
Wealth Management Workflow Automation
Every workflow, from prospecting to onboarding to reporting, is a chance to remove manual steps. We find, design, and build the automations that free your team.
- Purpose-built around your workflows, not generic templates
- We target the highest-volume, most time-consuming tasks first
- Automations that grow with you, so capacity scales without new hires
Wealth Management AI Enablement
AI is reshaping how advisors research, communicate, and serve clients. We find the tools that actually work for your firm and implement them the right way.
- Every tool evaluated in a real RIA context, not on hype
- Compliance reviewed for your firm type before anything goes live
- We track the fast-moving landscape and bring you updates proactively
Project-Based Pricing
- •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
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 →