Mercer Advisors Expands Partnership with Arch, Cutting Alternatives Operating Costs 40% and Saving 7,000+ Hours a Year

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Arch. (2026, November 3). Mercer Advisors expands partnership with Arch, cutting alternatives operating costs 40% and saving 7,000+ hours a year. https://arch.com/insights/mercer-advisors-expands-partnership-with-arch-cutting-alternatives-operating-costs-40-and-saving-7-000-hours-a-year

Arch announced a multi-year partnership with Mercer Global Advisors, a national wealth management and financial planning firm, to support its private markets operations.
Since the work began in early 2025, Mercer Advisors has saved more than 7,000 hours a year and reduced the operational cost of managing client alternative investments by 40%.
Mercer Advisors has grown from $18 billion in client assets in 2020 to $114 billion today, and rising client adoption of alternative investments has made scalable tools essential to serving families with private holdings.
Arch collects documents from fund admin portals and routes structured data to downstream teams and systems, making K-1s available to each client's CPA, actioning capital calls, and sending data to reporting systems.
The platform will continue to support Mercer Advisors' portfolio monitoring, liquidity planning, and workflow tracking, including capital calls and distributions.
Mercer Advisors uses Arch to bring the private investment portfolios of firms it acquires, including complex family-office holdings, into one centralized operating and reporting model that integrates with its Aspen Investing platform.
Arch supports over $600 billion in private assets across more than 650 allocators, including four of the top 20 banks and eight of the top 20 accounting firms.