- +1 (888) 942-7287
- info@arcuspartners.com
Helping Wealth managers, Registered investment advisors, and Broker-dealers modernize their business operations.
Wealth Management
RIAs, Independent Brokers
Broker-Dealers Retail
Institutional, Insurance, and Clearing Firms
Custodians & Banks Retail
Commercial, Investment, and Credit Unions
"What clients are saying"
"Finity360 has provided us yet one more tool in transforming our fintech vision into a reality by digitizing. integrating and simplifying document management and form-driven processes as part of our Synergy+ platform."
Kenneth Fischer
Chief Technology Officer at Coastal One
"Finity360 has transformed our entire process by eliminating our reliance on spreadsheets and technology that was delivering limited value, making advisors' lives
easier
Nick Thiede
MBA, AIF and Director of Operations at CG Financial Services
"The Finity360 solutions are flexible and agile to configure and personalize client preferences on-demand" "The Arcus Partners expert team worked closely with us to accommodate our specific short-term requirements while supporting our long-term plan"
Villy Fixsen
Chief Operating Officer at Madison Avenue Securities LLC (MAS)