Arch streamlines alternative investment management, automating the manual tasks of accessing fund portals, collecting K-1s, and tracking performance across asset classes. Arch aggregates, standardizes, and displays data into a unified platform, offering a digital tax list, an on-demand document repository, and an up-to-date financial summary for all private holdings.
Clockwork offers a robust private investment management platform for family offices and global private investors to centrally track alternative assets, and everything else. We integrate investment content, email and documents alongside transaction data and siloed information sources for easy collaboration, investment record keeping and a dynamic, real-time wealth picture.
FinCEN Simplified is a third-party filing service devoted exclusively to ensuring compliance with the Corporate Transparency Act (CTA) by filing beneficial ownership information (BOI) directly with FinCEN using their proprietary software with a direct upload link to FinCEN at a very reasonable cost.
