--- title: "Archer Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Archer Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/147244/Archer/" page_type: "product" language: "en" --- # Archer Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Archer ## What is Archer? A complete middle- to back-office operations solution for asset managers. With technology delivered as an enterprise web application, and outsourcing services to fit each manager's needs. Archer supports operations with investment portfolio accounting for all account types, including institutional and SMA, performance measurement, custom reporting, trade settlement, model delivery & trading services, performance attribution, and more. ## What is Archer used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $0.02 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Archer?[Manage this product listing](https://www.g2.com/products/archer/claim_requests/new?auto=true) ## Archer Overview Updated September 2026 AI summary Archer supports businesses seeking investment management solutions by offering tools for benchmarking, investments tracking, performance metrics, and risk management, along with features for bonds, stocks, and compliance. Optional capabilities include accounting, fee management, fund oversight, and modeling. Delivered via cloud or web, Archer is suited for organizations needing to monitor, compare, and rebalance investment portfolios. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Archer 5.0 (1) VS. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price $0.02 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 3.6 (278) Value For Money 0.0 (0) Value For Money 3.8 (266) Customer Service 0.0 (0) Customer Service 4.1 (273) ## Archer alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [4.2 (22)](https://www.capterra.com/p/276296/Direct-Advisory-Suite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 77% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) ## Features AI summary Based on 877 Investment Management reviews Capterra reviewers highlight these as the features buyers care about most when choosing investment management software: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Archer includes **Performance Metrics** and **Investments Tracking**, giving teams a way to monitor portfolio results and keep close watch over holdings and activity. However, it does not offer **Reporting/Analytics**. Instead, it provides **Benchmarking** (**38%**), which helps firms compare portfolio performance against relevant standards. Together, these features help businesses track investment outcomes, evaluate performance more clearly, and make better-informed portfolio decisions. Performance Metrics 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Investments Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Monitor capital allocation and asset prices over time Risk Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Archer 15 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Client Management: Manage contact details and communication with clients - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Fee Management: Track collected or paid charges for services performed or access granted - For Investment Advisors: Used by financial advisors and money managers - Fund Management: Manage allocation and performance of financial assets - Investments Tracking: Monitor capital allocation and asset prices over time - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Basic $0.02 Per User,Per Month ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent HW Heather W. Compliance Officer Banking ### "Archer GRC Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 October 11, 2024 Pros I liked the ability to personalize the GRC tool to fit the needs of each Department. For instance, Regulatory Change Management and Vendor Risk Management could personalize their dashboards and personalize the tool’s functions and interface, so that it best suited their respective business needs. Cons I don’t experience any cons using the tool Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.