News Room
Arete Wealth Goes Live on Arcus Edge™, Completing Its Full-Stack AI-First WealthTech Transformation
Broker-Dealer, RIA, and Insurance Firm Adopted All Three Arcus Edge Layers — Finity360, SYNTHIFY, and ArcusX AI — Over a Multi-Year Rollout
Arcus Partners® Launches Arcus Edge™: The AI-First WealthTech Intelligence Platform That Unifies Data, Intelligence, and Client Experience for Independent Wealth Management Firms
Three Years in the Making — SYNTHIFY™, ArcusX AI™, and Finity360™ Now Unified Under One AI-First Platform Architecture
What is agentic ai in Wealth Management
What is agentic ai in Wealth Management Artificial intelligence is already reshaping wealth management. Many firms use AI to automate reporting, analyze data, and improve workflows. Now, the next phase is here. Agentic…
Scaling Validated AI Across the Enterprise
Scaling Validated AI Across the Enterprise Governance, Control, and Repeatability Author: Ninad Gaikwad – Sr. Product Manager – Arcus Partners Executive Summary Validated AI delivers confidence at small scale. Scaling…
Measuring Productivity in Agentic Systems
Measuring Productivity in Agentic Systems From Claims to Quantification Author: Ninad Gaikwad – Sr. Product Manager – Arcus Partners Executive Summary Once AI productivity is defined and validated in principle, the next…
Validating AI Productivity
A Spec-Driven Approach to Measurable Outcomes Author: Ninad Gaikwad – Sr. Product Manager – Arcus Partners Executive Summary Artificial intelligence is rapidly becoming embedded in core business workflows. Yet while…
Arcus Partners™ Launches ArcusX AI™: A Transformative AI Solution forWealth Management
ABOUT ARCUS PARTNERS: Arcus Partners, a leading innovator in financial technology solutions, is proud to announce the launch of ArcusX AI , a groundbreaking artificial intelligence platform designed to transform how…
Drake & Associates Goes Live with Arcus Partners’ Finity360 and Managed Services April 8, 2025 – PHILADELPHIA, Pennsylvania
March 3, 2025 – PHILADELPHIA, Pennsylvania Arcus Partners™, a leading WealthTech and Managed Services provider for SME Wealth Management, RIA, and Broker-Dealer firms, is pleased to announce that Drake & Associates LLC…
Microsoft Copilot vs ChatGPT: Which is Best for You?
PersuasiveChatbots inInsurancefor Enhanced Customer Engagement In 2019, California passed a law requiring bots used in commercial transactions and political campaigns to always disclose they are a bot. However, stronger…
Arcus Partners Announces Bulltick’s Selection of Finity360 to Enhance Digital Workflows and Centralized Data Management
March 3, 2025 – PHILADELPHIA, Pennsylvania Arcus Partners™, a leading WealthTech and Managed Services provider for SME Wealth Management, RIA, and Broker-Dealer firms is pleased to announce that Bulltick, an…
Upcoming Events: “Where to Find Arcus in 2025”
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: •…
ABOUT ARCUS PARTNERS: www.arcuspartners.com
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,…
Arcus Partners™ Launches New Marketing Managed Service, 'Creative Edge™,
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…
Beyond the Tech: “Life Behind the Code”
Beyond the Tech: “Life Behind the Code” Exploring Collaboration Across Borders In November 2024, two key members of Arcus Partners’ leadership team, Paul Stringer (COO) and David Richards (Director of IT), embarked on a…
WealthTech Spotlight:” Transforming Wealth Management with AI”
ArcusX AI: Arcus Partners’ Vision for Organizational Intelligence ArcusX AI: Arcus Partners’ Vision for Organizational Intelligence Artificial Intelligence (AI) is reshaping industries at an unprecedented pace, and for…
Arcus Partners Unveils Finity360 AI™
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…
Partner Insights: “Integrating QUIK! Forms with Finity360”
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 –…
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