Our 7 Technology Innovations for Wealth Management Infographic brings together the top innovations fueling the development of wealth management software.

1. Grant clients
secure access to
portfolio data
Allows access to 2,600+
financial institutions
Retrieve investment characteristics
(sector, industry, capitalization, geography, bond rating, etc.)
Schedule report creation:
Daily, Weekly,
Quarterly, Annually
Always on
Customize for roles
(accountants, investment manager, executive, principal)
BATCH REPORTING
SaaS (SOFTWARE AS
A SERVICE)
Documents included in back-
end & disaster recovery routines
DOCUMENT
MANAGEMENT
DATA INTEGRATIONS
CLIENT PORTAL API CALLS
(Start at 12 AM, End at 11:30 PM)
Instant access to detailed
information without running reports
No mistakes during transfer, auto
update, add or deletion of data
Top Standards today include
SOAP, UDDI, WSDL
Download transaction
detail and cash balances
Store documents in
multiple locations.
Ability to group
reports together:
Financial, Performance,
Portfolio, AP/AR
DASHBOARDS WITH
DRILL THROUGH
Run reports at any
time of the day
Choose from 5 to 25
inserts to customize
your dashboard
Store and share
documents with clients
Access to thousands of indices
& benchmarks through multiple
providers (IDC, Russell, MSCI, HFR)
Use any type of computer
(desktop, laptop, netbook)
Most Browsers
(IE, Safari, Chrome, Firefox)
Store MSWord, .PPT,
.XLS, PDF, .MOV, etc.
Run reports on any
day of the week
(M, T, W, Th, F, SA, SU)
Reduce labor costs
(no IT department)
View asset allocation,
balances, transactions,
contact info, and performance
Look for SSL or TLS for
secure encryption
Automate the flow
of information
from one database
to another
Schedule operations,
tasks or routines
70+
4K
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http://
www.archwaytechnology.net
7 TECHNOLOGY INNOVATIONS
FOR WEALTH MANAGEMENT