The Arch statement tracker allows you to see all quarterly reporting on a holding by holding basis in one place. This includes Account Statements, Financial Statements, Quarterly Reports, and Investor Letters.
To access the statement tracker, navigate to the Statements tab on the left hand side of the portal.
First, you will see the a summary of outstanding reporting and expected delivery/status at the top of the page.
You are also able to see all reports in one place on the Quarterly Reporting tab or can look at just the Financial or Account Statements on their respective tabs.
Additionally, you can see the reports from past quarters and for different accounts by selecting a new quarter or specifying an account from the top left corner drop downs.
When looking at the list of reports on the portal, you are able to download or review the document. To download a document, find the gray tag underneath the "Documents" header and click on the downward pointing arrow, to review the document click on the diagonal arrow and you will be taken to the Inbox viewer for quarterly reporting.
Within the Inbox viewer, users are able to see documents of different types in one place and can also run Arch's AI summary feature to summarize any letter or financial statement. Additionally, users can share the url with any user on their team and it will bring them directly to the document in the inbox.
Lastly, if you are not expecting quarterly reporting for a fund, you can let Arch know by clicking on the calendar with an x icon on the far right side of the statement tracker page. This will remove the fund from the number of outstanding quarterly reporting.
If you have any questions, or if you cannot view the Statement Tracker in your Arch login, please reach out to support@arch.co, as we are happy to activate this feature for you!