“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 CoastalOne
“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)
“Finity360 is super flexible, so workflows can be easily customized to evolve along with our business.”
“With Finity360, we are heading in the right direction to solve our biggest pain point: paper-based, legacy processes.”
Christopher Motta
Chief Operating Officer at PKS
Arcus Partners’ Finity360 is by far the most unique platform in the industry in terms of openness and flexibility, as is the team’s knowledge and expertise of wealth management operations and compliance.
Billy Hopkins
President of Silver Oak Securities
