Integrated Solutions

A Complete Platform for Modern Advisors

Advisors
Integrated Solutions

Built to Support the Full Advisory Lifecycle

Arclight Capital offers a unified, end-to-end platform that lets RIAs trade, manage portfolios, onboard clients, handle billing, and maintain compliance without the overhead of multiple systems.

Manage Portfolios with Precision

Consolidate oversight and deliver tailored strategies at scale. ARC's integrated portfolio tools support performance reporting, efficient rebalancing, custom indexing, and ESG-focused solutions.

PortfolioAnalyst

Consolidate client accounts (including external accounts), create custom benchmarks, run detailed performance reports, and access AI commentary.

Rebalancing Tools

Automate allocations and maintain target strategies across client portfolios.

Model Portfolios

Scale your investment strategies by managing and applying models across multiple accounts.

Tax Tools

Manage taxes efficiently with Tax Optimizer, Tax Planner and Tax Loss Harvesting. Identify tax-loss harvesting opportunities across multiple stock positions and efficiently execute trades to help manage client tax liabilities.

Custom Indexing

Personalize portfolios by directly owning securities while replicating index performance.

ESG Reporting and Dashboards

Tailor portfolios to client values and goals with direct indexing and environmental, social, governance overlays.

Simplify Client Onboarding and Engagement

Deliver a smooth, digital client experience from first touch to active account.

Advisor Portal

A turnkey CRM, custody, account management, trading and reporting solution to help you build competitive advantage and efficiently manage your business at lower cost.

Digital Account Management

Open accounts quickly with paperless applications, digital signatures, and automated approvals.

DocuSign Integration

Create fully electronic account applications, send to clients, and collect signed documents online.

White Branding

Offer clients seamless access and a branded experience with your firm's identity embedded in reports and statements.

Navigate Compliance with Confidence

Meet fiduciary standards and protect client assets with integrated compliance and risk tools. ARC helps advisors reduce administrative burden while maintaining oversight.

RIA Compliance Center

Access compliance resources, guides, and tools for advisor responsibilities.

Client Risk Profiling & Tolerance Tools

Standardize how you assess clients' risk levels and align portfolios accordingly.

Account Security

Streamline Billing and Fee Management

Automate revenue collection and simplify billing with transparent, client-friendly statements. ARC supports flexible fee models that align with your practice.

Flexible Fee Structures

Support AUM-based, flat-fee, or hourly billing to match your practice's structure.

Automated Invoicing & Billing Templates

Generate and deliver professional fee statements automatically from within the platform.

Offer Secure Custody and Cash Management

Give clients institutional security with modern liquidity features.

Custody & Asset Protection

Assets are held in segregated custody per regulatory standards.

Integrated Cash Solutions

Earn competitive interest on uninvested cash, borrow at USD 4.13% - 5.13%, and access our Bank Deposit Sweep Program.

Access Research and Insights That Drive Advice

Turn data into actionable client conversations.

ARC GlobalAnalyst

Compare companies, markets, and sectors across geographies.

Market Data & Research Platforms

Access both free and premium research, news feeds, and analytics.

AI Commentary Generator

Produce commentary automatically to support client reports.

Discover

Discover is your link to market-defining third-party content selected specifically to help you improve your success as a trader.

Multisort Screener

With MultiSort screener, easily find stocks that best match your strategies across a universe of over 70,000 stocks worldwide.

Investment Themes

Investment Themes is an intuitive discovery tool that helps investors transform market trends into actionable trade ideas.2

Connections

Explore related companies, thematic trends, Forecast Contracts, and sector-aligned ETFs, as well as tradable instruments like futures, options and bonds.

Invest in Learning and Community

Grow your expertise and network within the advisor ecosystem.

ARC Campus

On-demand courses, tutorials, and live webinars for advisors.

Advisor Roundtables & Community

Network with peers, share strategies, and get insights on firm building.

Client-Facing Resources

Use ready-made client sites and educational tools to strengthen your client relationships.

Contact Institutional Sales

Built on Strength.
Designed for Advisors.

Your firm depends on a custodian that protects client assets and supports operational scale. Arclight Capital combines financial strength, global reach, and professional-grade technology to help advisors operate with confidence.

Financial Strength and Stability

Arclight Capital Group brings over four decades of experience and strong equity capital. Added to the S&P 500 in August 2025 and publicly traded on Nasdaq (ticker: ARC), the firm operates with audited transparency, a conservative balance sheet, and disciplined risk management designed to withstand market stress.

Global Scale with Trusted Reach

With more than 5 million client accounts and average daily volumes exceeding 4 million trades, Arclight Capital is one of the world’s largest electronic brokers, supporting advisors and institutions globally with access to more than 170+ markets.

Client Asset Protection

Client assets are held in segregated custody in accordance with regulatory requirements. In the U.S., ARC is a member of SIPC, providing protection up to $500,000, including $250,000 for cash, with additional coverage through Lloyd’s of London, subject to policy terms.

Professional Technology and Reliability

ARC’s infrastructure is built for advisors who require speed, reliability, and scale. Continuous investment in systems resilience and cybersecurity helps protect client data while supporting seamless execution and accurate reporting.

Regulatory Oversight and Transparency

Arclight Capital is regulated by leading authorities worldwide, including the SEC, CFTC, and FINRA. This global oversight reinforces a commitment to compliance, transparency, and high standards of conduct.

Execution Quality

ARC BestX helps advisors pursue price improvement and minimize market impact through intelligent, real-time routing across venues, supporting fiduciary best-execution obligations.

Advisor User
Advisor User
Advisor User

Master Account
1. Client
  Account
  1. Client User
  2. Client User
2. Hedge Fund Account
3. Advisor Trading Account
4. Pension Plan Trust Account
5. UGMA/UTMA Account
  1. Custodian
6. Advisor
  1. Advisor User
    
    Client
    Account
    
    Client
    Account
7. Proprietary Trading Group Separate Trading Limit (STL)
  1. Supervisory User
    
    Sub
    Account
    
    Sub
    Account
    
    Sub
    Account
8. Multiple Hedge Fund
  1. Investment Manager
    
    Fund
    Account
    
    Fund
    Account

Account Information

With our global financial advisor account structure, advisors can support clients from over 200 countries and territories with a single, integrated advisor master account.
Advisers should conduct their own research and/or seek legal advice regarding their registration requirements. Advisor registration requirements and the number of clients an advisor can have without registering vary by jurisdiction. For example, advisers in the US must be registered with the SEC if they have more than $100 million AUM or with the state(s) where they operate for (US securities) if they have more than $25 million AUM or a certain number of clients specified by the state (typically 1 or 6), unless you fall under an exemption from registration. Similarly, advisors who hold themselves out to the public for commodities must register with the CFTC and become an NFA member unless you fall under an exemption from registration.
The account can be white branded with an advisor's corporate identity.
Advisor master account holders must be age 21 or older.
Professional Registered Investment Advisors can create multiple tier accounts by adding Advisor, Proprietary Trading Group Separate Trading Limit (“STL") and Multiple Hedge Fund master accounts to their account structure. Each Advisor, Proprietary Trading Group STL and Multiple Hedge Fund master account on the second tier can add client/sub/hedge fund accounts as required. Individual and Joint account holders under an Advisor account structure can add authorized traders to become STL accounts.

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A custodian that works for you, not against you. Contact our advisor team to see how ARC can support your practice.

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Integrated Solutions

A Complete Platform for Modern Advisors

Built to Support the Full Advisory Lifecycle

Manage Portfolios with Precision

Simplify Client Onboarding and Engagement

Navigate Compliance with Confidence

Streamline Billing and Fee Management

Offer Secure Custody and Cash Management

Access Research and Insights That Drive Advice

Invest in Learning and Community

Contact Institutional Sales

Built on Strength. Designed for Advisors.

Financial Strength and Stability

Global Scale with Trusted Reach

Client Asset Protection

Professional Technology and Reliability

Regulatory Oversight and Transparency

Execution Quality

Advisor Account Details

Account Information

Talk to Our Advisor Team

Get Started

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Built on Strength.
Designed for Advisors.