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
Integration Implementation
Every tool, talking to every other tool
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
Automation Optimization
Scale your practice, unlock more capacity
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 Enablement
Practical AI, built for advisors
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
How We Scope & Price
Project-Based Pricing
Every engagement is scoped and priced individually based on your firm’s needs, complexity, and timeline.
•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
Requires Managed Technology partnership.
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.
Effective Date: April 28, 2026 | Last Updated: August 28, 2026
ARCH Technology Services, LLC (“ARCH,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we collect, use, disclose, and protect personal information when you visit archtechnologyservices.com (the “Site”) or interact with our services. This policy is designed to comply with the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”).
1. Information We Collect
We may collect the following categories of personal information:
Identifiers: Name, email address, firm name, and phone number when you submit a form or book a meeting.
Internet Activity: Browsing history on our Site, pages visited, links clicked, scroll depth, referring URL, and search terms, collected via Google Analytics (GA4).
Device & Technical Data: IP address, browser type and version, operating system, device type, screen resolution, and language preferences.
Geolocation Data: Approximate geographic location derived from your IP address.
We do not collect sensitive personal information as defined by the CCPA/CPRA.
2. How We Collect Information
Directly from you: When you fill out our contact form or schedule a meeting via our Zoom scheduler.
Automatically: Through cookies and similar technologies when you browse our Site.
3. How We Use Your Information
To respond to your inquiries and schedule consultations
To analyze how visitors use our Site so we can improve content and user experience
To measure the effectiveness of our marketing and advertising campaigns
To maintain the security and performance of our Site
To comply with legal obligations
4. How We Share Your Information
We do not sell your personal information. We do not share your personal information for cross-context behavioral advertising. We may share information with the following service providers who process data on our behalf:
Google Analytics (Google LLC): Website analytics and traffic measurement.
Netlify (Netlify, Inc.): Website hosting and form submission processing.
Zoom (Zoom Video Communications, Inc.): Meeting scheduling via our embedded Zoom scheduler.
5. SMS and Text Messaging
If you provide your mobile number and consent to receive text messages from ARCH Technology Services, LLC, we use it only to send the messages you agreed to receive: appointment confirmations and reminders, follow-ups you requested, service and support updates, and replies to your questions.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time, or HELP for assistance. Opt-out requests are honored immediately and permanently.
6. Your Rights Under the CCPA/CPRA
If you are a California resident, you have the following rights:
Right to Know: You may request the categories and specific pieces of personal information we have collected about you.
Right to Delete: You may request that we delete your personal information, subject to certain exceptions.
Right to Correct: You may request that we correct inaccurate personal information.
Right to Opt Out: You have the right to opt out of the sale or sharing of your personal information. We do not sell or share personal information for targeted advertising.
Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.
To exercise any of these rights, please contact us at sales@archtechnologyservices.com. We will respond to verifiable consumer requests within 45 days.
7. Cookies & Tracking Technologies
Our Site uses cookies set by Google Analytics (GA4) to distinguish unique visitors and track sessions. These cookies (_ga / _ga_*) expire after 2 years and 24 hours, respectively.
You can control or disable cookies through your browser settings. You may also opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on.
8. Data Retention
We retain personal information submitted through our contact form for no longer than 24 months after your last interaction with us. Analytics data is retained according to Google Analytics’ default retention settings (14 months).
9. Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information. Our Site is served over HTTPS with TLS encryption. However, no method of transmission over the Internet is 100% secure.
10. Children’s Privacy
Our Site and services are not directed at individuals under the age of 16. We do not knowingly collect personal information from children.
11. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top.