Concise fact sheets for ArcusX AI and the Finity360 suite. See what each product does and who it is built for, then download the PDF.Tap any tile to explore.
ArcusX AI™
Native Salesforce AI for wealth management operations
ArcusX AI™ brings Salesforce-native intelligence to wealth management operations. It combines firm-approved data, document intelligence, adaptive multi-model routing and supervised automation to summarize context, surface risk, draft follow-up and stage actions for review.
Finity360™
FORMS
Digital onboarding, without the paperwork maze
Guide clients and advisors through data collection, validation, attachments, document preparation and eSignature in one configurable workflow.
Finity360™
DOCS
Native Salesforce document management
Finity360 Docs is a native Salesforce document management platform built for financial services. It gives firms a secure, scalable way to capture, store, organize, share, protect and retrieve client and business documents while keeping users, records and workflows in one system.
Finity360™
CLIENT PORTAL
Empowering clients with intelligent, self-service wealth management
A modern, AI-powered digital experience purpose-built for wealth management firms, RIAs and broker-dealers, giving clients secure, self-service access to financial accounts, documents, service requests and advisor communications in one unified platform.
Finity360™
ADVISOR TRANSITIONS
Modernize advisor transitions from day one
A digital workflow for RIAs, broker-dealers, and transition teams to move books of business faster with less paperwork, fewer errors, and better visibility.
Finity360™
TRACKER
Advisor transitions and investor communications in one Salesforce-native workflow
Move books of business with fewer NIGOs on day one. Then prove every required investor communication was delivered and acknowledged on the same client records.
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
Arcwin
Arcus AI Assistant
Try asking