Archer

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Archer

"Businesses dealing with risk management, compliance, and governance often find Archer a practical fit for their needs. It helps teams track risks, manage policies, and stay on top of regulatory requirements without things falling through the cracks. Centralized risk visibility makes it easier for different departments to stay aligned. That said, smaller organizations or teams with limited budgets may find the platform more than they need for day-to-day operations."
Decision Snapshot

Archer Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting Price$0.02 / user
Free TrialNot specified
Free VersionNo
APINot specified
DeploymentCloud Hosted
HeadquartersUnited States
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Product Overview

Archer Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Archer

Archer is a sophisticated investment management software designed to empower financial advisors and investment firms to manage portfolios, analyze performance, and engage clients effectively. It offers a comprehensive suite of tools for portfolio tracking, risk assessment, performance reporting, and client communication, ensuring seamless investment management processes. Archer’s intuitive interface allows advisors to monitor asset allocations, track market trends, and generate detailed reports with ease. Advanced features include automated rebalancing, scenario analysis, and integrated CRM capabilities, providing valuable insights into investment performance and client needs. Additionally, Archer supports seamless integration with financial data providers and other business systems, enhancing its functionality and adaptability. Elevate your investment management strategies and deliver superior client experiences with Archer’s reliable and feature-rich solutions.
Company Archer
Founded 2000
Headquarters United States
Employees NA

Support

NA

Training

NA

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 3 industries available
Banking Insurance Investment Management

Why Choose Archer

Pros

  • Pros Cloud-based governance platform built for serious enterprise risk management
  • Pros Archer's policy management tools keep compliance teams genuinely organized
  • Pros Risk quantification features give decision-makers actual numbers to act on
  • Pros Third-party risk monitoring covers vendor relationships most platforms overlook
  • Pros Audit management workflows reduce back-and-forth between teams significantly
  • Pros Configurable dashboards adapt well to different regulatory frameworks and industries
  • Pros Strong integration options connect Archer to existing enterprise tech stacks

Cons

  • Cons Reporting configuration demands significant technical knowledge to get right
  • Cons Dashboard customization feels rigid compared to modern GRC alternatives
  • Cons Pricing scales in ways that strain mid-market budgets quickly
  • Cons Implementation complexity often requires dedicated consultant support to navigate
Strengths and Limitations

Archer Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Cloud-based governance platform built for serious enterprise risk management
  • Archer's policy management tools keep compliance teams genuinely organized
  • Risk quantification features give decision-makers actual numbers to act on
  • Third-party risk monitoring covers vendor relationships most platforms overlook
  • Audit management workflows reduce back-and-forth between teams significantly
  • Configurable dashboards adapt well to different regulatory frameworks and industries
  • Strong integration options connect Archer to existing enterprise tech stacks
!

Cons

  • Reporting configuration demands significant technical knowledge to get right
  • Dashboard customization feels rigid compared to modern GRC alternatives
  • Pricing scales in ways that strain mid-market budgets quickly
  • Implementation complexity often requires dedicated consultant support to navigate
Category-Based Capabilities

Archer Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Investment Management Software 19 selected features Open category ↗
Accounting Alerts/Notifications Financial Analysis Visual Analytics For Investors & Traders For Investment Advisors Risk Management Modeling & Simulation Portfolio Management Performance Metrics Compliance Tracking Bonds/Stocks Mobile Access Commodity Futures Portfolio Rebalancing Fund Management Client Portal Benchmarking Client Management
Connected Applications

Archer Integrations

Integration information is displayed only when approved integration products are available on the profile.

Pricing Information

Archer Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial NA
Free Version NA
Payment Frequency Monthly Subscription
Basic
$0.02 Per User

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Alternative Products

Top Archer Alternatives

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Frequently Asked Questions

Archer FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Archer is a sophisticated investment management software designed to empower financial advisors and investment firms to manage portfolios, analyze performance, and engage clients effectively. It offers a comprehensive suite of tools for portfolio tracking, risk assessment, performance reporting, and client communication, ensuring seamless investment management processes. Archer’s intuitive interface allows advisors to monitor asset allocations, track market trends, and generate detailed reports with ease. Advanced features include automated rebalancing, scenario analysis, and integrated CRM capabilities, providing valuable insights into investment performance and client needs. Additionally, Archer supports seamless integration with financial data providers and other business systems, enhancing its functionality and adaptability. Elevate your investment management strategies and deliver superior client experiences with Archer’s reliable and feature-rich solutions.

  • No, Archer does not offer a free version.

  • Yes, Archer offers a free trial.

  • No, Credit Card details are not required for the Archer trial.

  • Archer offers the following pricing plans & packages:

    Basic

    $0.02 Per User

  • Archer supports the following payment frequencies:

    • Monthly Subscription

  • No, Archer does not offer an API.

  • Archer can be integrated with the following applications:

    • Salesforce Sales Cloud , ServiceNow , Jira , Slack , AWS Cloud , Google Cloud , Splunk Enterprise , ServiceNow , Dynamics 365 , IBM Security QRadar , ServiceNow , jira

  • Archer supports the following languages:
    • English

  • Following are the typical users of the Archer:
    • Self-Employed , Small-Business , Midsize-Business

  • Archer supports the following deployment:
    • Cloud Hosted

  • Archer supports the following devices and operating systems:
    • Web-Based , iPhone
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