Arch Investment Research for Microsoft Word

Requires an active Arch subscription.

This add-in is designed exclusively for use with the Arch financial platform.

How to use:

1. Install the add-in

2. Sign in with your existing Arch credentials

3. Browse opportunities. Use the search bar to filter by name

4. Browse metrics and assessments

5. Click the + button next to any field to insert its value at the cursor position in your Word document

6. Create reusable templates by using {{metric name}} placeholders in your document and the Autofill command

If you don't have an active account, you can contact Arch to learn about your options.