Advisor-Directed
archeota identifies eligible settlements and prepares filing materials. Your team reviews and controls each milestone along the way.
Claims recovery for registered investment advisors
Settlement recovery. Frictionless. Advisor-controlled.
archeota automates class action settlement recovery for RIAs. Identify eligible claims, prepare submission packages, support filing workflows, and monitor recoveries across your client base — with advisor-controlled oversight and a complete audit trail.
How it works
You choose the workflow.
archeota does the work.
archeota turns a fragmented claims process into a quiet, advisor-controlled operating workflow that scales across every eligible client — whether your team wants to review each step or keep recoveries running in the background.
01
Connect portfolio data
Upload transaction files or connect approved data sources via API. archeota maps holdings by security, period, and account structure automatically.
02
Review where needed
archeota matches active settlements, prepares claim packages, and surfaces what matters for review when your workflow requires approval and oversight.
03
File and monitor
archeota prepares, submits, tracks, and documents claims through the workflow your firm chooses, with status visibility and record retention at every step.
04
Monitor in real time
Track every claim across your book — pending, approved, paid — by firm, advisor, household, or client account in one unified dashboard.
05
Compliance reporting
Export audit-ready reports at any time. Every claim action, submission record, recovery status, and supporting document is organized for review.
✓
Your clients get paid
Eligible recoveries are pursued systematically across client accounts — without adding the same level of cost and overhead to your team’s workload.
Automation levels
You choose how hands-on
you want to be.
Option A — Advisor-led
Option B — Assisted auto
Review & Approve
archeota identifies, matches, and prepares claim packages for review. Your team approves before filing. Full oversight — less manual groundwork.
Option C — No friction
No Friction Recovery
A quiet back-office workflow that minimizes operational drag while preserving advisor oversight where required. Built for large books.
The platform
Institutional-grade
claims infrastructure.
I — ELIGIBILITY INTELLIGENCE
Reduce missed qualifying settlements
Continuous monitoring of active class action cases matched against client holdings in real time — reducing manual research and missed deadlines.
II — FLEXIBLE EXECUTION
Three modes for every workflow
Advisor-directed, advisor-approved, or highly automated. You set the level of involvement across execution, documentation, and reporting.
III — COMPLIANCE INFRASTRUCTURE
Audit-ready from day one
Claim actions logged, submission records documented, recoveries tracked through exportable reports built for oversight and compliance review.
IV — CLIENT-LEVEL VISIBILITY
Granular dashboards at every level
Monitor activity by firm, advisor, household, or client account. Track what was recovered, for which accounts, and when.
White-label & integration
Your brand. Your platform.
Our engine.
Your clients trust you — that relationship is your business. archeota can run entirely underneath it.
[ ▣ ]
White-label recovery
Client communications, reports, and the recovery experience carry your firm's name and brand. You deliver the found money — archeota is invisible.
[ ⇄ ]
Embedded in your stack
API-level integration into your existing technology platform — portal, reporting, and workflows — so recovery becomes a feature of your offering, not another vendor login.
[ ◻ ]
Or standalone
Prefer a ready-made operating view? Run archeota's own dashboard as-is, with your firm's oversight and controls. Start standalone, white-label later.
Data custody
We don't want
your client data.
The usual model in this category asks you to hand over your client book. Ours is built so you never have to — structurally, not as a promise.
[ ✓ ]
Client-authorized, direct
Each client authorizes read-only access to their own brokerage data directly, through bank-grade aggregation. The permission is theirs to grant and theirs to revoke.
[ ⊘ ]
You transmit nothing
No client files leave your firm. No custodian exports, no spreadsheets of holdings, no CRM access. Your book stays your book.
[ 🔒 ]
No credentials, no custody
archeota never sees login credentials and never holds client assets. We see positions and transactions — the minimum required to find and file claims.
Why advisors run it
Found money is a
different kind of return.
I — CLIENT DELIGHT
Money they didn't know existed
Few client conversations land better than "we recovered funds you were owed." It's a story clients repeat — and referrals follow stories.
II — FIDUCIARY STRENGTH
A documented duty, discharged
Pursuing recoverable settlement proceeds systematically — with a complete audit trail — strengthens the fiduciary story your firm tells regulators and clients alike.
III — BILLABLE AUM
Recoveries land in managed accounts
Recovered funds arrive in the client's account under your management — improving realized outcomes and growing the assets you advise on.
IV — PROSPECT EDGE
A differentiator in the first meeting
"We also recover settlement money you're owed — automatically" is a concrete, checkable advantage most competing firms cannot claim.
Who it's for
Built for advisors who
owe their clients this.
For advisors with a fiduciary duty to act in their clients' best interests, recoverable settlement proceeds should not be left unclaimed simply because the process is operationally difficult.
Registered Investment Advisors
Independent Broker-Dealers
Family Offices
Wealth Managers
Compliance Officers
Portfolio Managers
Get started
Your clients qualify.
Let's recover it.
Request a walkthrough to review the workflow, reporting, and controls in a real advisory context — and see how much recoverable value may be sitting unclaimed across client accounts.