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“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
Comply with FINRA, SEC and CFTC document storage, manage trade surveillance and meet higher standards for security and risk reduction
Achieve faster time to market and drive unmatched client service while bridging the gap between legacy systems and emerging technologies
Make digital data and smart documents your secret ingredient to delighting customers and reaching new revenue goals
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.
Meets FINRA, SEC and CFTC retention guidelines and WORM rules and expedites audits by quickly producing records on demand.
Makes your digital assets instantly accessible while facilitating operational workflows, integrating with downstream systems, and improving client onboarding.
Supports the ability to manage and store smart contracts and link them with legacy documents – thereby future proofing your technology investment.
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.
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.
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.
© 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.