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Custom Integration/Exports

In this article, you will learn how to navigate the Custom Integration/Exports page

Updated over 4 months ago

After being activated by your Arch Operations team, you can select the Exports page under the Partner Integrations tab.

From the Exports page, you can filter and select a specific Account and Integration.

Currently we offer these Export/Integration templates for:

  • Black Diamond

  • Wealthsite

  • Tamarac

  • Burgiss

  • Archway

  • Orion

  • FundCount

Once you have selected the correct Integration/Export and added any necessary filters, you can export the template using the three dots in the top right of the table.

Please, reach out to support@arch.co if you have any questions!

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