Arch, a digital Alternatives Management Platform, has announced a new strategic partnership with Chicago-based IPA 100 firm RSM US LLP (FY24 net revenue of $4 billion). This initiative equips RSM’s accounting, family office, financial services and private client teams with a transformative, tech-forward solution to navigate the dynamic complexities of alternative investments.
“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 CEO 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 advisors, family offices and institutions.”
Automating the traditionally manual tracking of private investments, Arch collects K-1s digitally across portals, boosting productivity, enhancing decision-making and creating better planning opportunities. Particularly painful for accounting firms like RSM, Arch focuses on providing an end-to-end tax solution, including a real time tracker for tax documents and automatically following 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.”
RSM has collaborated with Arch to leverage its comprehensive Alternatives Management Platform. Arch allows clients and their RSM family office advisors to more seamlessly collaborate on key financial decisions, through a digital experience for viewing all alternative investments in a single platform. Further, Arch will bolster the ongoing rollout of Catamaran, RSM’s outsourced solutions suite for middle-market organizations, positioning RSM as a trusted advisor to financial services firms and managed services providers.
