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SPECIFICTION
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Archway Platform

archwaygroup.com

Web
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Spec score 7.5 #15 of 30 in Investment Accounting Software

What it is

Archway Platform is paid web software that combines investment aggregation, accounting, and reporting on one general ledger. The same ledger serves as both investment and accounting books of record. It aggregates public and private markets, liquid and illiquid assets, and held-away and managed positions, with performance, investor, and multi-currency reporting. Accounting workflows include invoice intake, approval routing, vendor verification, fraud controls, payments, and reconciliation. Fund administration records agreement-based waterfall calculations as journal entries and provides capital accounts and K-1 summaries. Carried-interest tools cover grants, vesting, forfeitures, scenario modeling, and distributions with traceable allocations. A branded client portal uses the same ledger and includes approvals. Supported structures include trusts, LLCs, partnerships, foundations, private funds, fund of funds, mutual funds, pooled cash vehicles, omnibuses, and individuals. Pricing is on request under fixed annual pricing based on entities, services, and users.

Spec sheet

Support
Existing-client support runs through a dedicated account director and relationship contact.Read 30 Sep 2026 · archwaygroup.com
Headquarters
Indianapolis, Indiana, United StatesRead 23 Sep 2026 · archwaygroup.com
Founded
2002Read 23 Sep 2026 · archwaygroup.com
Books of record
The same ledger serves as both the investment book of record and accounting book of record.Read 30 Sep 2026 · archwaygroup.com
Carried interest
The platform supports grant setup, vesting, forfeitures, scenario modeling, and distributions with traceable allocations and documented changes.Read 30 Sep 2026 · archwaygroup.com
Cash management
Invoice intake, approval routing, vendor verification, fraud controls, payment execution, and reconciliation run on the accounting platform.Read 30 Sep 2026 · archwaygroup.com
Client portal
A fully branded client portal uses the same general ledger as accounting and includes built-in approval workflows.Read 30 Sep 2026 · archwaygroup.com
Core system
Archway combines aggregation, accounting, and reporting on one general ledger.Read 30 Sep 2026 · archwaygroup.com
Data feeds
Archway supports direct feeds from major U.S. and international banks, prime brokers, clearing firms, and regional and local banks.Read 30 Sep 2026 · archwaygroup.com
Fund administration
Waterfall calculations are posted as journal entries derived from the fund agreement, with capital accounts and K-1 summaries from the same ledger.Read 30 Sep 2026 · archwaygroup.com
Implementation
Implementation projects can range from weeks to months, with scope and timing defined during due diligence.Read 30 Sep 2026 · archwaygroup.com
Integration
The Canoe Intelligence integration automates alternative-investment data extraction, pricing updates, capital calls, distributions, subscriptions, and redemptions.Read 30 Sep 2026 · archwaygroup.com
Investment reporting
The platform aggregates public and private markets, liquid and illiquid assets, and held-away and managed positions.Read 30 Sep 2026 · archwaygroup.com
Operating models
Clients can operate the technology themselves, use Archway outsourced services, or use a hybrid model without data migration when switching models.Read 30 Sep 2026 · archwaygroup.com
Portal security
Archway says client portals use encrypted data and multi-level security protocols for sensitive financial information.Read 30 Sep 2026 · archwaygroup.com
Security standards
Archway says it operates to security, privacy, and regulatory standards required by institutional wealth divisions and makes documentation available for compliance and technology review.Read 30 Sep 2026 · archwaygroup.com
Supported entities
Supported structures include trusts, LLCs, partnerships, foundations, private funds, fund of funds, mutual funds, pooled cash vehicles, omnibuses, and individuals.Read 30 Sep 2026 · archwaygroup.com

Plans and prices

Archway Platform Priced on request fixed annual pricing entities · services · users Read 30 Sep 2026 · archwaygroup.com

Every Archway Platform plan and price →

Strong points and limits

Strong points

  • Single ledger for investment and accounting records
  • Public and private asset aggregation
  • Fund waterfall and K-1 workflows
  • Branded client portal with approvals
  • Supports multi-currency reporting

Limits

  • Pricing is available only on request
  • Implementation can span weeks to months
  • Scope and timing are set during due diligence

Who it suits

Archway Platform suits organizations managing varied investment structures and requiring combined portfolio, accounting, fund, and investor reporting. It is delivered through the web.

Verdict

Archway Platform links investment data and accounting workflows through one ledger while supporting many entity types. Buyers should define implementation scope and choose between self-operated, outsourced, or hybrid service models.

Where Specifiction places it

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