The Complete Digital Office
for Wealth Management

There is nothing revolutionary about the same old technology platform.
Make your firm’s digital vision a reality, and drive growth through exceptional
client experiences and advisor workflows with Finity360.


ONE Vision I ONE Platform I ONE Experience

 

 

“What clients are saying”

 

“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.”

Billy Hopkins, President of Silver Oak Securities

Finity360 has provided us yet one more tool in transforming our fintech vision into a reality by digitizing, integrating and simplifying document management and form-driven processes as part of our Synergy+™ platform.”

Kenneth Fischer, Chief Technology Officer at CoastalOne

“Finity360 has transformed our entire process by eliminating our reliance on spreadsheets and technology that was delivering limited value, making advisors’ lives easier”

Nick Thiede MBA, AIF® and Director of Operations at CG Financial Services.

 

“The Finity360 solutions are flexible and agile to configure and personalize client preferences on-demand” 

    “The Arcus Partners expert team worked closely with us to accommodate our specific short-term requirements while supporting our long-term plan”

Villy Fixsen, Chief Operating Officer at Madison Avenue Securities LLC (MAS)

 

“Finity360 is super flexible, so workflows can be easily customized to evolve along with our business.”

“With Finity360, we are heading in the right direction to solve our biggest pain point: paper-based, legacy processes.”

Christopher Motta, Chief Operating Officer at PKS

Meet Today’s Requirements

Meet Today’s Requirements

Comply with FINRA, SEC and CFTC document storage, manage trade surveillance and meet higher standards for security and risk reduction

Innovate for Tomorrow

Innovate for Tomorrow

Achieve faster time to market and drive unmatched client service while bridging the gap between legacy systems and emerging technologies

Scale to New Horizons

Scale to New Horizons

Make digital data and smart documents your secret ingredient to delighting customers and reaching new revenue goals

about_us

About us

We empower financial institutions to extend the value of their data and digital assets

We use the power of Salesforce, the secure cloud and blockchain to help you digitally transform your operational and revenue models for greater growth and profitability.

Our decades of capital markets, operations and technology experience gives us a unique understanding of the specific challenges you face

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FSI execs who admit to document management chaos

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How many times companies contact clients during onboarding

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Companies who have lost deals due to inefficient customer onboarding

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The number of paper documents the U.S. produces documents each day

Digital Document Management for Financial Services

Securely Store Documents in Compliant and Central Storage

Securely Store Documents in Compliant and Central Storage

Meets FINRA, SEC and CFTC retention guidelines and WORM rules and expedites audits by quickly producing records on demand.

Feed Digital Assets to Multiple Workflows

Feed Digital Assets to Multiple Workflows

Makes your digital assets instantly accessible while facilitating operational workflows, integrating with downstream systems, and improving client onboarding.

Pave Your Path to Future Blockchain Initiatives

Pave Your Path to Future Blockchain Initiatives

Supports the ability to manage and store smart contracts and link them with legacy documents – thereby future proofing your technology investment.

SUPPORTING YOUR JOURNEY

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

Enrich or Expand Your Infrastructure

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

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

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.

Get in Touch

We want to help you reach your goals and overcome challenges. Let’s start with a conversation.

Connect with Us

© 2024. Arcus, Inc. Arcus Partners is a trademark of Arcus, Inc. in the U.S. and other countries. Other trademarks belong to their respective owners.