Arch Partners With RSM to Streamline and Enhance Alts Management
Arch – a digital alternative investment management platform modernizing workflows, data standardization, and portfolio insights – announced a strategic partnership with RSM US LLP, i.e., RSM, a provider of assurance, tax, and consulting services for middle-market companies.
The companies said that through Arch’s integration with FamilySight, RSM’s family office data management platform and RSM’s accounting, family office, financial services and private client teams are now equipped with a tech-forward solution to navigate the dynamic complexities of alternative investments.
As demand for private markets investments accelerates – chief investment officers had an average of 52% allocated toward alternative investments, an increase from 42% in 2022, according to a 2024 KKR survey of 75 family offices – the partnership provides advisers with a holistic and current view into clients’ private markets portfolios.
According to Arch, it automates the time-intensive manual work traditionally associated with tracking private investments. Its artificial intelligence summarizes “both financial data and commentary from alternative investment documents, statements and portals,” and the partnership is “further expanding RSM’s digital experience to support real-time alternative investment portfolio monitoring.”
“We are pleased to team with RSM, serving its diverse needs for private markets investment management across its family office, private client, and financial services businesses,” said Ryan Eisenman, co-founder and chief executive officer at Arch. “We wake up every day thinking about how we can revolutionize the complex and time-consuming process of managing alternative investments. Working directly with RSM inspires our team at Arch to continue building next-generation solutions that address the evolving needs of both private wealth advisers, family offices, and institutions.”
Arch said that it collects K-1s digitally across portals, boosting productivity, enhancing decision-making, and creating better planning opportunities. Arch provides accounting firms with an end-to-end tax solution, including a real time tracker for tax documents and automatically follows up with asset managers for missing K-1s.
“Arch’s infrastructure simplifies and standardizes private investment management, addressing key challenges for high-net-worth families and enabling our advisors to deliver a top-tier digital experience,” said Matt Bradvica, partner and tax digital strategy leader at RSM.
“At RSM, we’re committed to being a digitally driven firm, where transformative innovation is at the heart of all we do. Through our work with Arch, we’re equipping our team with a robust digital infrastructure that modernizes internal processes and creates new opportunities to deliver cutting-edge, personalized services to our clients in a fast-evolving digital world,” added Bradvica.
Arch allows clients and their RSM family office advisers to collaborate on key financial decisions through Arch’s alternatives management platform. Further, RSM said Arch is supporting its rollout of Catamaran, RSM’s solutions suite for middle-market organizations, including financial services firms and managed services providers.
With more than $175 billion in private markets assets on the platform, Arch’s customer base has expanded to over 360 allocators, financial advisory firms and banks, 100 registered investment advisers and multifamily offices, and 150 single family offices.
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