Arcus Partners builds AI-first platforms, data solutions, and managed services purpose-built for Wealth Management, RIA, and Broker-Dealer firms ready to modernize.
Trusted by leading financial services firms
ArcusX AI embeds intelligence directly inside Salesforce — no context-switching, no system overhauls. Just intelligent workflows that run where decisions are made.
An intelligent orchestration layer routes each task to the optimal AI model — GPT, Claude, Gemini, and more — based on accuracy, speed, cost, and data sensitivity requirements.
AI proposes. Humans decide. No output triggers any action without explicit review and approval — architected from the ground up for FINRA and SEC regulated environments.
Intelligence embedded directly inside Salesforce FSC — full role-based security, deep RAG pipelines from your firm's own data, and zero disruption to existing workflows.
Natural language access to sophisticated CRM workflows. Client onboarding, meeting prep, annual reviews, and compliance tasks — automated intelligently under full human supervision.
From AI platforms to native Salesforce applications and data lakes — Arcus covers every layer your firm needs to operate, grow, and compete.
A revolutionary extensible AI platform that integrates across your existing technology — unifying operations without rip-and-replace. Powered by AWS, built for Salesforce.
Combines a data warehouse, business intelligence, and AI analytics in one cloud-based platform — at ~1/10th the cost of traditional solutions, built for SME budgets.
A comprehensive suite of native Salesforce applications that unifies document management, compliance, onboarding, and investor communications in one platform.
Full-lifecycle Salesforce managed services — from day-one implementation through ongoing optimization — as a certified ISV, implementation partner, and AWS technical partner.
Your helping hand for digital success — marketing managed services purpose-built for wealth management firms that lack dedicated marketing resources or capacity.
Translate business requirements into working software using ArcusX AI and intelligent automation — closing the gap between vision and delivery at speed.
Six production-ready AI use cases delivering measurable efficiency gains across wealth management operations.
Automates document collection, KYC population, and Salesforce data entry for new accounts — from initiation to completion without manual handoffs.
AI-generated meeting agendas, portfolio insights, and post-meeting CRM updates — giving advisors back hours every week without changing their workflow.
Instant, accurate answers from your firm's documents, procedures, and Salesforce data — always with source attribution and full human review before action.
Interprets Written Supervisory Procedures and FAQ documents, providing real-time answers grounded in Salesforce Data Cloud — never hallucinated, always traceable.
Compiles client data, evaluates portfolios, and generates personalized review materials — turning a 3-hour task into a 15-minute review-and-approve workflow.
AI-powered extraction, classification, and routing of incoming documents — fully integrated with Finity360 Docs and Salesforce records from day one.
"The implementation of Finity360 and Salesforce was one of the smoothest rollouts we've had. The Arcus team understood our needs from both a compliance and operational perspective. They didn't just know Salesforce — they knew how we work as a business. That made all the difference and allowed us to move quickly and confidently."
"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."
100% of our work, every product, every implementation — serves the wealth management ecosystem and no one else.
Independent advisory firms scaling operations and client experience with AI-first technology.
Retail, institutional, and clearing firms modernizing compliance workflows and back-office operations.
Retail, commercial, and investment banks integrating data and digitalizing operational workflows.
Organizations where FINRA and SEC compliance is non-negotiable in every technology decision.
We only work with wealth management, RIA, and broker-dealer firms — no generalist distraction, ever.
Every product is built with AI at the core — not layered on top as an afterthought or a future roadmap item.
A rare combination of certified ISV, implementation partner, and AWS technical partner status in one firm.
Predictable costs and proven delivery timelines. No surprises, no scope creep, no excuses.
Deeper integration knowledge of the financial services data ecosystem than any generalist on the market.
80+ combined years of financial services, fintech, and cloud technology leadership at the helm.
30+ years in global financial services fintech. Expert in SaaS, PaaS, enterprise data management, equities, fixed-income, and derivatives clearing. Former executive at SunGard Financial Systems (FIS), Fidelity National Financial Services, and President of International Operations at Fiserv.
30+ years in financial services technology. EVP & COO of SunGard Global Trading and Brokerage & Clearance businesses. Expert in Wealth Management, RIA, and B/D operations, banking, and payments across global markets. Company visionary.
17+ years of Salesforce experience with Certified App Architect credentials. 12 years of deep AWS expertise. Shapes the ArcusX AI platform architecture and Finity360 product roadmap for wealth management firms globally.
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 978-884-0247 arcuspartners.com
