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What is Covercy?

Covercy seamlessly integrates banking with investment management to enhance your financial operations. Our platform streamlines distribution and capital call payment processing through automation, helping you save valuable time while fostering trust with your LPs via an easy-to-use Investor Portal. Within this singular platform, you can also earn interest on the capital funds stored in your Covercy Wallet. Investors have the ability to log in and access comprehensive details about their portfolios, including transaction histories, reports, and essential documents. Capital can be called in your chosen investment currency, while investors can contribute in their preferred currencies. Our secure platform significantly reduces the risks associated with phishing and wire fraud, ensuring a safe experience for all users. You can monitor your investors' positions across all assets and funds with ease, analyzing data in various ways. Additionally, gaining insight into the Investor Portal allows you to understand the investor's perspective and experience firsthand. Completing distribution payments is simplified to a single click, with automatic account debits for convenience. Our financial partners facilitate the opening of accounts under your fund or asset names to automate the processing of capital calls and distributions. Furthermore, you have the opportunity to earn interest on any uninvested capital. Our stringent anti-money-laundering policies and procedures ensure compliance at all times, while enabling you to share essential documents such as K1s, agreements, and financial statements with your investors on a per-fund or syndicate basis. In this way, Covercy not only enhances operational efficiency but also strengthens investor relations.

What is Arch?

Easily manage new investments, updates, taxes, capital calls, distributions, and financial statements all within an integrated platform. Arch connects to the back office of every private investment, gathering all pertinent documents and communications into a secure, centralized location. By automating a variety of investment management functions, Arch keeps your account up-to-date and organized. You can conveniently access your investment history along with a detailed document library that features investment updates, account statements, tax documents, capital call alerts, and distribution information. All your investment-related communications are stored in one secure portal, removing the hassle of searching for documents across different websites and platforms. Furthermore, the system enables systematic updates to your information across accounts, accommodating relocations, changes in ownership, or any necessary modifications, thus streamlining investment management like never before. This centralized system not only saves valuable time but also improves your ability to effectively monitor and manage your financial portfolio, allowing for a more strategic approach to your investments. Ultimately, Arch empowers users to maintain better oversight and control over their investment activities.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Covercy

Date Founded

2015

Company Location

United Kingdom

Company Website

www.covercy.com

Company Facts

Organization Name

Arch

Date Founded

2018

Company Location

United States

Company Website

arch.co

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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