Onboard in hours, not weeks.
Instantly visualize what you own, how you own it, and why you own it. Seamlessly connect bank, brokerage, crypto, Carta, and Arch accounts alongside real estate holdings, private investments, fine art, and more for a full net worth statement.
Customize your balance sheet.
Interactive, fully customizable dashboards allow you to represent family ownership structures and analyze your portfolio with graphs and pivot tables powered by flexible asset tagging.
Track your balance sheet.
Understand how your net worth changes over time with details that capture the full lifecycle of wealth transactions and their effects on asset value, positions and commitments.
Plan like a family office.
Share access to your portfolio to collaborate with your team, advisors, and family, with custom segmentation to suit every unique need.
What People are Saying
Simple, Transparent Pricing
Standard
$7,500
Paid annually
Annual fee includes:
Bank, broker, and advisor account connections
Unlimited custodial connections
Family entity hierarchy
Fully configurable dashboards
Custom tagging
Unlimited collaborators
Alts Bundle
$10,000
Paid annually
Annual fee includes all Standard features, plus:
Automated data for up to 15 alternative investments
Direct access to Arch platform
Daily or weekly Arch Digest email
Alts Data via
Unlock preferred partner pricing for digitized alts data, available for balance sheets with greater than 15 alternative investments.
Custom Connectors
Connections for new data providers can be configured on a case-by-case basis.
