Intelligence at the core. Not an add-on.
TRUSTED BY LEADING FINANCIAL SERVICES FIRMS
SYNTHIFY™, ArcusX AI™, and Finity360™ come together into a single AI-first architecture, one unified WealthTech intelligence platform built for RIAs, wealth management firms, and boutique broker-dealers.
One firm. Every layer of the stack.
From AI platforms to native Salesforce applications and data lakes, Arcus covers every layer your firm needs to operate, grow, and compete.
ArcusX AI
EXTENSIBLE INTELLIGENCE PLATFORM
A revolutionary extensible AI platform that integrates across your existing technology, unifying operations without rip-and-replace. Powered by AWS, built for Salesforce.
- Client Onboarding & Meeting Prep Agents
- Organizational Knowledge Assistant
- WSP / Compliance AI Agent
- Annual Review Automation
SYNTHIFY™
AI-POWERED DATA LAKE
Combines a data warehouse, business intelligence, and AI analytics in one cloud-based platform, at ~1/10th the cost of traditional solutions, built for SME budgets.
- Connects all custodians, CRMs, and back-office systems
- SEC & FINRA compliant data retention
- Structured + unstructured data ingestion
- Real-time BI and variance analysis
Finity360™
WEALTH MANAGEMENT OPERATIONS
A comprehensive suite of native Salesforce applications that unifies document management, compliance, onboarding, and investor communications in one platform.
- Docs, FINRA-compliant document management
- Recovery, Automated Salesforce data backup
- Forms Plus, Digital onboarding with Quik!
- Tracker, Investor communication compliance
Arcus360™
SALESFORCE & AWS MANAGED SERVICES
Full-lifecycle Salesforce and AWS managed services, from day-one implementation through ongoing optimization, as a certified ISV, implementation partner, and AWS technical partner.
- Fixed-rate, on-time implementations
- Instance health checks & remediation
- 24/7 certified cloud support & mentorship
- On-site and virtual co-delivery
Creative Edge™
MARKETING MANAGED SERVICES
Your helping hand for digital success, marketing managed services purpose-built for wealth management firms that lack dedicated marketing resources or capacity.
- Social media strategy and content creation
- Video production and email campaigns
- Compliance-approved messaging
- Brand identity and digital advertising
AI that works where your advisors work
Six production-ready AI use cases delivering measurable efficiency gains across wealth management operations.
Client Onboarding Agent
Automates document collection, KYC population, and Salesforce data entry for new accounts, from initiation to completion without manual handoffs.
Meeting Prep & Post-Meeting Summary
AI-generated meeting agendas, portfolio insights, and post-meeting CRM updates, giving advisors back hours every week without changing their workflow.
Organizational Knowledge Assistant
Instant, accurate answers from your firm's documents, procedures, and Salesforce data, always with source attribution and full human review before action.
WSP & Compliance Agent
Interprets Written Supervisory Procedures and FAQ documents, providing real-time answers grounded in Salesforce Data Cloud, never hallucinated, always traceable.
Annual Review Automation
Compiles client data, evaluates portfolios, and generates personalized review materials, turning a 3-hour task into a 15-minute review-and-approve workflow.
Intelligent Document Processing
AI-powered extraction, classification, and routing of incoming documents, fully integrated with Finity360 Docs and Salesforce records from day one.
What our clients say
We started with Finity360, the document and forms workflows that sit at the heart of how we serve clients. Then came SYNTHIFY, which gave us a view of our data we simply didn't have before. Then ArcusX AI, which turned that data into intelligence our team actually acts on. What Arcus Edge represents is the full picture, everything working together as one platform. Our clients experience it as a seamless, consistent relationship with our firm.
The implementation of Finity360 and Salesforce was one of the smoothest rollouts we've had. The Arcus team understood our needs from both a compliance and operational perspective. They didn't just know Salesforce, they knew how we work as a business. That made all the difference and allowed us to move quickly and confidently.
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.
Built exclusively for financial services
100% of our work, every product, every implementation, serves the wealth management ecosystem and no one else.
Wealth Management & RIAs
Independent advisory firms scaling operations and client experience with AI-first technology.
Broker-Dealers
Retail, institutional, and clearing firms modernizing compliance workflows and back-office operations.
Custodians & Banks
Retail, commercial, and investment banks integrating data and digitalizing operational workflows.
Compliance-First Firms
Organizations where FINRA and SEC compliance is non-negotiable in every technology decision.
Seven reasons we’re genuinely different
100% Financial Services Focus
We only work with wealth management, RIA, and broker-dealer firms, no generalist distraction, ever.
AI-First Architecture
Every product is built with AI at the core, not layered on top as an afterthought or a future roadmap item.
Salesforce ISV + AWS Technical Partner
A rare combination of certified ISV, implementation partner, and AWS technical partner status in one firm.
Fixed-Rate, Timely Implementations
Predictable costs and proven delivery timelines. No surprises, no scope creep, no excuses.
“We Know the Data”
Deeper integration knowledge of the financial services data ecosystem than any generalist on the market.
KEY INTEGRATION PARTNERS
CERTIFICATIONS & PARTNERSHIPS
Built for scale, proven in production
A snapshot of the Arcus platform footprint across wealth management operations.
Leadership that matters
80+ combined years of financial services, fintech, and cloud technology leadership.
Gerry Murphy
CEO & PARTNER
30+ years in global financial services fintech. Expert in SaaS, PaaS, enterprise data management. Former executive at SunGard Financial Systems (FIS), Fidelity National Financial Services, and President of International Operations at Fiserv.
Paul Stringer
COO & PARTNER
30+ years in financial services technology. EVP & COO of SunGard Global Trading and Brokerage & Clearance businesses. Expert in Wealth Management, RIA, and B/D operations, banking, and payments across global markets.
Saurabh Bhole
CTO & PARTNER
17+ years of Salesforce experience with Certified App Architect credentials. 12 years of deep AWS expertise. Shapes the ArcusX AI platform architecture and Finity360 product roadmap for wealth management firms globally.
Ready to build your AI-first future?
Whether you're modernizing operations, unlocking your data, or deploying intelligent AI agents, Arcus has the platform, the products, and the proven expertise to get you there.
Reach us directly: gerry.murphy@arcuspartners.com