Arcus Partners is thrilled to spotlight our partnership with QUIK! Forms and its seamless
integration with Finity360 and Salesforce. This integration offers advisors and firms unparalleled
efficiency in handling client documentation.
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…