Arcus Partner

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Full Support for Your Evolving Business and IT Strategies, Structures and Objectives

Enrich or Expand Your Infrastructure

We provide the agility, productivity, education and execution you need from a true partner who applies industry best practices and the latest technology while helping you navigate the road ahead.

Maximize Your Salesforce Platform

We can help you utilize the Salesforce CRM to its full potential, unlock data to enhance user productivity and value added investor capabilities, and adopt best practices for its use, adoption and security.

Extend the Value of Your Data

We can help you securely store, integrate, manage and capitalize on your data while ensuring silos and quality issues don’t hold you back from achieving your strategic initiatives.

We empower Financial Services institutions to maximize the value of their cloud platforms, data and legacy infrastructures

We leverage the power of Salesforce and Amazon Web Services combined with the latest advances in data analytics, artificial intelligence and distributed ledger technology (DLT) as a result of our:

  • 30+ years of experience in financial technology (fintech), operations, data management and cloud technology
  • Best-practice approaches to digital transformation, straight-through processing, client/user experience, advisor productivity, regulatory compliance, and other industry initiatives

Industry Expertise

Wealth Management

RIAs, Independent Brokers

Broker-Dealers Retail

Institutional, Insurance, and Clearing Firms

Custodians & Banks Retail

Commercial, Investment, and Credit Unions

Meet Today’s Requirements

We provide the agility, productivity, education and execution you need from a true partner who applies industry best practices and the latest technology while helping you navigate the road ahead.

Innovate for Tomorrow

We can help you utilize the Salesforce CRM to its full potential, unlock data to enhance user productivity and value added investor capabilities, and adopt best practices for its use, adoption and security.

Scale to New Horizons

We can help you securely store, integrate, manage and capitalize on your data while ensuring silos and quality issues don’t hold you back from achieving your strategic initiatives.