AdvisorArch AdvisorArch

Streamline Your Portfolio Management Process

Streamline Your Portfolio Management Process

Automate your rebalancing with direct indexing for hassle-free portfolio management

Our Solutions

Dedicated to help you achieve your goals for your clients

Efficiently manage your portfolios with our real-time rebalancing and order management system. Monitor account information with ease, track trade status, and gain insights with detailed explanations for recommended trades.

Create customized firm and client level indices with ESG overlays, achieve enhanced tax-loss harvesting, and optimize your investment strategy with our direct indexing technology.

Assign accounts to specific goals using our user-friendly interface or API, with goal-based glide path automation and risk score-based automation available.

Access asset location preference, fractional and whole share capabilities, and model of models with individual securities, all with customizable permissions and options.

Customize tax and rebalancing settings, view asset allocation at the client, goal, and account level, and access pre-built back office dashboards to aggregate client holdings.

Our Solutions

Dedicate to help you achieve your goals for your clients

AdvisorArch Leaders

Our executive team boasts over 35 years of combined experience in the investment and advisor industries. With their extensive knowledge and expertise, our team is dedicated to driving innovation in the industry and delivering exceptional solutions to our clients.

AdvisorArch Leaders

We collaborate with Financial Advisors across various industries.

Take your advisory services to the next level with our powerful automated rebalance software.

Schedule a Demo

We ensure complete confidentiality of your information.


Ed Crespy

Co-CEO and CTO

Ed is Chief Technology Officer and Co-Founder of AdvisorArch. Prior to AdvisorArch, he was Vice President of Engineering at RobustWealth and was responsible for the growth and development of RobustWealth’s technology strategy.

Ed has 30 years of technology experience including 18 years as a director and Bloomberg LP, a leading financial data and analysis platform. He holds an MS from Temple University and a BA from Rutgers University where he graduated with honors.


Robert Cavallaro


Rob is the Founder & Co-Chief Executive Officer of AdvisorArch. Prior to AdvisorArch, he was the Chief Investment Officer at RobustWealth and was responsible for the development and implementation of RobustWealth’s investment strategy.

Rob has 25 years of investment experience including 16 years as a managing director for the CooperNeff Group, a multi-strategy alternatives company. During his tenure at CooperNeff, Rob was responsible for a global multi-billion dollar process trading operation that was comprised of a staff of 50 professionals. He holds an MBA from Wharton where he graduated with honors. Rob also served on the board of Archipelago, an electronic trading platform that was subsequently acquired by the New York Stock Exchange.

Mike Kerins

Michael Kerins, CFA, FRM


Mike Kerins is the Co-Chief Executive Officer and co-founder of AdvisorArch. Prior to AdvisorArch, Mike founded RobustWealth in 2015. Principal Financial Group acquired RobustWealth in 2018 and Mike was CEO of RobustWealth until 2021. Mike spent eight years at Franklin Templeton, where he managed an investment team overseeing a global portfolio of assets equaling $40 billion. He also served as the head of asset class research and has expertise spanning strategic and tactical asset allocation, portfolio construction, target date strategies and liquid alternatives.

Mike is a CFA® charter holder as well as a certified Financial Risk Manager. He holds a B.S. in Finance and a B.S. in Chemical Engineering from the University of Colorado and has a certificate in Computational Finance from the University of Washington.