Partner Insights: “Integrating QUIK! Forms with Finity360”

March 3, 2025 – PHILADELPHIA, Pennsylvania Arcus Partners™, a leading WealthTech and Managed Services provider for SME Wealth  Management, RIA, and Broker-Dealer firms, is pleased to announce that Drake &  Associates LLC, a Wisconsin-based financial advisory firm, has officially gone live with  Finity360™ and Arcus360™ Managed Services as part of a strategic initiative to centralize …

ABOUT ARCUS PARTNERS: Arcus Partners, a leading innovator in financial technology solutions, is proud to announce the launch of ArcusX AI, a groundbreaking artificial intelligence platform designed to transform how wealth management firms leverage AI. Unlike traditional AI solutions, ArcusX AI introduces a new era of intelligent automation, compliance enhancement, and data-driven decision-making, all while…

March 3, 2025 – PHILADELPHIA, Pennsylvania Arcus Partners™, a leading WealthTech and Managed Services provider for SME Wealth Management, RIA, and Broker-Dealer firms is pleased to announce that Bulltick, an international financial and wealth services firm supporting ultra-high net worth private clients and financial institutions, has selected Finity360 as its Salesforce-native solution to modernize and…

ABOUT ARCUS PARTNERS: Arcus Partners is a WealthTech and Managed Services provider to the Wealth Management, RIA, and Broker-Dealer industries. At Arcus, we are dedicated to revolutionizing the way firms strategize, integrate, and implement technology, by providing a comprehensive suite of Cloud-Built, Native Salesforce and AWS, AI- powered applications and services. With our cutting-edge technology…

Upcoming Events: “Where to Find Arcus in 2025” Arcus Partners is committed to staying connected with our community and sharing our vision for the future of financial technology. Here’s where you can find us in 2025: • T3 Conference – March 2025: The ultimate tech-focused conference for advisors. Join us for hands-on demos and exclusive…

Arcus Partners™ Launches New Marketing Managed Service, ‘Creative Edge™,’ in Strategic Partnership with Chameleoon Media PHILADELPHIA, PA, UNITED STATES, January 16, 2025 /EINPresswire.com/ — Arcus Partners™, a leading WealthTech and Managed Services provider for SME Wealth Management, RIA, and Broker-Dealer firms, is proud to announce the launch of its new marketing and media group, Creative…

Arcus Partners Announces Finity360 FORMS Plus: Seamlessly Integrating Quik!  Forms Libraries into a Unified Salesforce Solution for Wealth Management,  RIA, and Broker-Dealer Firms  PHILADELPHIA, Pa., November 12, 2024 – Arcus Partners is excited to announce a strategic  integration and reseller partnership with Quik!. This collaboration integrates the Quik! forms libraries  into Finity360 FORMS Plus™, part…

Arcus Partners Unveils Finity360 AITM: Revolutionizing the Wealth Management Middle Office with Integrated AI Arcus Partners Unveils Finity360 AI™: Revolutionizing the Wealth  Management Middle Office with Integrated AI  PHILADELPHIA, Penn., January 29, 2024 — In today’s fast-paced business environment, the  pursuit of efficiency has never been more crucial. Arcus Partners™ proudly introduces Finity360 AI™, a…