Archway Platform vs WealthSpectrum

Archway Platform9.2Visit WealthSpectrum8.6Visit

Higher score Archway Platform #2 in Investment Accounting Software 9.2/10 Pricing on request ✓ 3 of 4 features Visit Archway

vs

WealthSpectrum #7 in Investment Accounting Software 8.6/10 Pricing on request ✓ 4 of 4 features Visit WealthSpectrum

• Archway Platform fits best

  Private-market and family-office accounting

• WealthSpectrum fits best

  Multi-asset managers needing tax-lot accounting

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature	Archway Platform 9.2/10 Visit ↗	WealthSpectrum 8.6/10 Visit ↗
At a glance
Editor score	9.2	8.6
Ranking	#2 in Investment Accounting Software	#7 in Investment Accounting Software
Best for	Private-market and family-office accounting	Multi-asset managers needing tax-lot accounting
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud	Cloud, Self-hosted, Mobile
Platforms	Web	Web
Integrations	1 integrations	7 integrations
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features Archway Platform 3/4 · WealthSpectrum 4/4
Performance reporting	✓	✓
Investor reporting	✓	✓
Tax-lot accounting	Not checked yet	✓ (best)
Multi-currency support	✓	✓
Specs
Asset coverage	Both	Both
Transaction limit	Not checked yet	Not checked yet
Our review
Pros	Combines investment and accounting books of record Supports public and private investment consolidation Covers partnership waterfalls, investor reporting, and K-1 summaries	Tax-lot tracking with capital-gains calculations Performance measurement and blended benchmark support Portals, rebalancing, billing, and operational integrations
Cons	Pricing requires an initial conversation with sales Web is the listed platform Integration coverage centers on Canoe Intelligence	Pricing is handled through contact sales Broad scope may exceed single-asset workflows Built for firms rather than individual investors
Our verdict	Archway Platform is a general-ledger-based investment accounting and reporting system for single-family offices, multi-family offices, private banks, and private fund managers. It brings investment and accounting books of record together… Read the review →	WealthSpectrum is an investment and wealth management platform for portfolio managers, wealth managers, RIAs, alternative investment funds, multi-currency funds, and family offices. It combines portfolio accounting, transaction processing,… Read the review →

Strengths and trade-offs

• Archway Platform — where it wins

  • Combines investment and accounting books of record
  • Supports public and private investment consolidation
  • Covers partnership waterfalls, investor reporting, and K-1 summaries

  Where it doesn't

  • Pricing requires an initial conversation with sales
  • Web is the listed platform
  • Integration coverage centers on Canoe Intelligence

• WealthSpectrum — where it wins

  • Tax-lot tracking with capital-gains calculations
  • Performance measurement and blended benchmark support
  • Portals, rebalancing, billing, and operational integrations

  Where it doesn't

  • Pricing is handled through contact sales
  • Broad scope may exceed single-asset workflows
  • Built for firms rather than individual investors

• Archway Platform9.2/10 · Pricing on request

  A broad investment accounting platform for private-market and family-office operations.

  Visit ArchwayFull verdict →
• WealthSpectrum8.6/10 · Pricing on request

  A broad accounting suite for managers that need tax lots, performance, and reporting.

  Visit WealthSpectrumFull verdict →