Archway's client portal is built with multiple layers of technology and services that make it a robust engine for complex, end-client reporting. Using the data housed in ATWeb, the platform’s foundation sets the stage for a profoundly secure and highly-interactive user experience. As a result, Veridium enables us to offer our clients a truly differentiated service offering.
As technology continues to advance and our UHNW clients become increasingly technology savvy, Archway's next generation, mobile-enabled client portal designed to evolve to meet your rapidly evolving demands. What Archway has built for today will seamlessly adapt for tomorrow and beyond.
How Can Our Client Portal Promote Investor Communication?
Grow our business as you grow your wealth, without questioning whether or not our technology platform can scale with your expanding requirements.
You have access to your financial information through an online portal that can be accessed anytime, anywhere from a laptop, tablets or smart phone.
Customize your experience to provide specific individual or consolidated views of your holdings, performance, risk, allocation and net worth.
Designed to deliver a highly-intuitive, interactive user experience, your portal delivers the full range of complex data in a graphical, dashboard-style display with drill-through detail.
Built upon a technology foundation that is designed to seamlessly serve both today's and tomorrow's needs alike.
Superior data security
Ensure that your financial information is protected from misuse, theft and disaster using Archway's stringent security and maintenance protocols.
Trader Wealth Management, LLC
509 W Old Northwest Highway, Suite 240
Barrington, IL 60010
The Chicago Board of Trade Building
141 West Jackson Boulevard, Suite 1404
Chicago, IL 60604
312.697.2950 | Phone
firstname.lastname@example.org | Email
© Trader Wealth Management, LLC
All Rights Reserved