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Focus on Your Clients by Simplifying
the Rebalancing of Investment Portfolio

REQUEST DEMO

Automate your entire investment process using model management, rebalancing,
tax loss harvesting, direct indexing, ESG/SRI strategies and trade execution across all accounts

Model Management

Enable financial advisors to create, maintain and manage an unlimited number of model portfolios.

  • Upload Your Own Models
  • Select from Third Party Model and Index Providers
  • Create Risk Based and Glide Path Based Models
  • Assign Models to Accounts Manually
  • Automate Model / Account Assignment

Rebalancing

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  • Automate Rebalancing
  • Customize Rebalancing Settings
  • Control Rebalancing at Account Level
  • Tax Loss Harvesting with Replacement Securities
  • Generate Cash for Upcoming Distributions

Tax Loss Harvesting

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  • Automate Rebalancing
  • Customize Rebalancing Settings
  • Control Rebalancing at Account Level
  • Tax Loss Harvesting with Replacement Securities
  • Generate Cash for Upcoming Distributions

Direct Indexing

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  • Automate Rebalancing
  • Customize Rebalancing Settings
  • Control Rebalancing at Account Level
  • Tax Loss Harvesting with Replacement Securities
  • Generate Cash for Upcoming Distributions

Trade Order Management

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  • Automate Rebalancing
  • Customize Rebalancing Settings
  • Control Rebalancing at Account Level
  • Tax Loss Harvesting with Replacement Securities
  • Generate Cash for Upcoming Distributions

ESG/SRI Mass Customization

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  • Automate Rebalancing
  • Customize Rebalancing Settings
  • Control Rebalancing at Account Level
  • Tax Loss Harvesting with Replacement Securities
  • Generate Cash for Upcoming Distributions

Implement on AdvisorArch SaaS Application or Leveraging Our APIs

ABOUT

ADVISOR ARCH

AdvisorArch was founded by three experienced Fintech veterans to simplify the implementation of mass customized portfolios. We do this by fully integrating model management, directing indexing and trading with features including TLH, ESG/SRI customization and automated rebalancing.

OUR

LEADERSHIP TEAM

Michael Kerins

CFA, FRM Co-CEO

Robert Cavallaro

Co-CEO

Ed Crespy

CTO

REQUEST

DEMO

OUR

LOCATION

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Schedule a Demo

Contact Us

AdvisorArch, INC.
Suite 530,
Union Square Drive
New Hope, PA, 18938

+1-256-907-7258

service@advisorarch.com

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ed-crespy

Ed Crespy

Co-CEO and CTO

Linkedin

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

Robert Cavallaro

Co-CEO

Linkedin

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

Co-CEO

Linkedin

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.