Managed Technology for Independent RIAs

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

ARCH manages your core IT, cybersecurity, productivity, and compliance — and advises on the broader technology decisions that help your practice grow.

Book a Meeting → See What We Do

Let’s talk about your firm

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100%
RIA-Focused
1
Bill. One Partner.
SEC
Compliance-Aligned
24/7
Monitoring & Support
Vision

A Blueprint for RIA Technology

Your tech stack isn’t a collection of tools — it’s the infrastructure your firm runs on. It’s 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
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
Managed Technology

Enterprise-grade IT, built for how RIAs operate

ARCH delivers your entire foundation layer — IT infrastructure, cybersecurity, compliance, and productivity & collaboration — fully managed and supported with one monthly bill.

IT Infrastructure

Enterprise-grade technology, fully managed — so your team has the tools they need and someone to call when anything goes wrong, 24/7.

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

Multiple layers of protection working simultaneously to keep your firm’s data and your clients’ information out of the wrong hands — including the dark web.

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

SEC-compliant email and communications archiving that meets recordkeeping requirements. Audit-ready without you having to think about it.

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

A fully managed suite of communication and productivity tools so your team can work the way they want to — securely, compliantly, and without IT getting in the way.

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.
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.

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.

⇌ 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.

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.

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
OrionTamaracBlack DiamondAddeparBloombergYChartsMorningstarFactSetRedtailSalesforceWealthboxHubSpoteMoneyMoneyGuideRightCapitalHolistiplanVanillaWealthscapeSmarshGlobal RelayProofpointZoomSlackTeamsOneDriveBoxRingCentralDocuSignFlourishPonteraFMGZocksSnappy KrakenClaudeChatGPT
01 Assess

We learn your firm — workflows, growth stage, and what's broken in your current stack.

02 Evaluate

We score options across every relevant category, filtering for fit and RIA-specific requirements.

03 Recommend

You get a clear written recommendation — specific tools, why they fit, and a sequenced roadmap.

Your Stack
Business Development
Client Engagement
Financial Planning
Reporting
Research
Portfolio Management
CRM

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
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.
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.

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
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.

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.

We Bring You Ideas

We don’t wait for you to ask. When we find a tool, integration, or use case that could improve your practice, we bring it to you with a clear recommendation and reasoning.

There When It Matters

When something breaks, you’re not starting from scratch with a stranger. You have a team that already knows your systems, your practice, and your priorities.

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 →