Intelligence
at the core.
Not an add-on.

Arcus Partners builds AI-first platforms, data solutions, and managed services purpose-built for Wealth Management, RIA, and Broker-Dealer firms ready to modernize.

80+
Years Combined
Experience
100+
Salesforce
Certifications
100%
Financial Services
Focused

Trusted by leading financial services firms

ArcusX AI Platform

Enterprise AI built for
where advisors work

ArcusX AI embeds intelligence directly inside Salesforce — no context-switching, no system overhauls. Just intelligent workflows that run where decisions are made.

Adaptive Multi-Model Architecture

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.

Human-in-the-Loop by Design

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.

Native Salesforce Integration

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.

Agentic Operations via MCP

Natural language access to sophisticated CRM workflows. Client onboarding, meeting prep, annual reviews, and compliance tasks — automated intelligently under full human supervision.

Full Product Suite

One firm. Every layer
of the stack.

From AI platforms to native Salesforce applications and data lakes — Arcus covers every layer your firm needs to operate, grow, and compete.

AI Platform

ArcusX AI

Extensible Intelligence Platform

A revolutionary extensible AI platform that integrates across your existing technology — unifying operations without rip-and-replace. Powered by AWS, built for Salesforce.

  • Client Onboarding & Meeting Prep Agents
  • Organizational Knowledge Assistant
  • WSP / Compliance AI Agent
  • Annual Review Automation
Learn more
Data & Analytics

SYNTHIFY™

AI-Powered Data Lake

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.

  • Connects all custodians, CRMs, and back-office systems
  • SEC & FINRA compliant data retention
  • Structured + unstructured data ingestion
  • Real-time BI and variance analysis
Learn more
Native Salesforce Suite

Finity360™

Wealth Management Operations

A comprehensive suite of native Salesforce applications that unifies document management, compliance, onboarding, and investor communications in one platform.

  • Docs — FINRA-compliant document management
  • Recovery — Automated Salesforce data backup
  • Forms Plus — Digital onboarding with Quik!
  • Tracker — Investor communication compliance
Learn more
Managed Service

Arcus360™

Salesforce Managed Services

Full-lifecycle Salesforce managed services — from day-one implementation through ongoing optimization — as a certified ISV, implementation partner, and AWS technical partner.

  • Fixed-rate, on-time implementations
  • Instance health checks & remediation
  • Roadmap & account mapping sessions
  • On-site and virtual co-delivery
Learn more
Marketing Service

Creative Edge™

Marketing Managed Services

Your helping hand for digital success — marketing managed services purpose-built for wealth management firms that lack dedicated marketing resources or capacity.

  • Social media strategy and content creation
  • Video production and email campaigns
  • Compliance-approved messaging
  • Brand identity and digital advertising
Learn more
2026 Roadmap

KIRO

AI Spec-to-Build Platform

Translate business requirements into working software using ArcusX AI and intelligent automation — closing the gap between vision and delivery at speed.

  • AI-assisted specification writing
  • Automated build pipeline via ArcusX AI
  • Salesforce + AWS native deployment
  • Powered by the Arcus intelligence layer
Coming 2026
Intelligent Automation

AI that works where
your advisors work

Six production-ready AI use cases delivering measurable efficiency gains across wealth management operations.

Use Case 01

Client Onboarding Agent

Automates document collection, KYC population, and Salesforce data entry for new accounts — from initiation to completion without manual handoffs.

Use Case 02

Meeting Prep & Post-Meeting Summary

AI-generated meeting agendas, portfolio insights, and post-meeting CRM updates — giving advisors back hours every week without changing their workflow.

Use Case 03

Organizational Knowledge Assistant

Instant, accurate answers from your firm's documents, procedures, and Salesforce data — always with source attribution and full human review before action.

Use Case 04

WSP & Compliance Agent

Interprets Written Supervisory Procedures and FAQ documents, providing real-time answers grounded in Salesforce Data Cloud — never hallucinated, always traceable.

Use Case 05

Annual Review Automation

Compiles client data, evaluates portfolios, and generates personalized review materials — turning a 3-hour task into a 15-minute review-and-approve workflow.

Use Case 06

Intelligent Document Processing

AI-powered extraction, classification, and routing of incoming documents — fully integrated with Finity360 Docs and Salesforce records from day one.

Client Voices

What our clients say

"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."

Tony Drake
Founder & CEO, Drake & Associates

"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."

Industry Focus

Built exclusively for
financial services

100% of our work, every product, every implementation — serves the wealth management ecosystem and no one else.

Wealth Management & RIAs

Independent advisory firms scaling operations and client experience with AI-first technology.

Broker-Dealers

Retail, institutional, and clearing firms modernizing compliance workflows and back-office operations.

Custodians & Banks

Retail, commercial, and investment banks integrating data and digitalizing operational workflows.

Compliance-First Firms

Organizations where FINRA and SEC compliance is non-negotiable in every technology decision.

Why Arcus Partners

Seven reasons we're
genuinely different

  • 100% Financial Services Focus

    We only work with wealth management, RIA, and broker-dealer firms — no generalist distraction, ever.

  • AI-First Architecture

    Every product is built with AI at the core — not layered on top as an afterthought or a future roadmap item.

  • Salesforce ISV + AWS Technical Partner

    A rare combination of certified ISV, implementation partner, and AWS technical partner status in one firm.

  • Fixed-Rate, Timely Implementations

    Predictable costs and proven delivery timelines. No surprises, no scope creep, no excuses.

  • "We Know the Data"

    Deeper integration knowledge of the financial services data ecosystem than any generalist on the market.

Key Integration Partners
Charles Schwab
Fidelity / NFS
Pershing
Orion Advisor
Black Diamond
Addepar
DocuSign
Tamarac
Riskalyze
Quik!
eMoney
DTCC / NSCC
Certifications & Partnerships
Salesforce ISV Partner
AWS Technical Partner
Agentforce Partner Network
100+ SF Certifications
Leadership

Leadership that matters

80+ combined years of financial services, fintech, and cloud technology leadership at the helm.

Gerry Murphy
CEO & Partner

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.

  • SunGard / FIS
  • Fidelity NFS
  • Fiserv
  • Capital Markets
Paul Stringer
COO & Partner

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.

  • SunGard Global
  • Tucker Anthony
  • Keycorp
  • Operations
Saurabh Bhole
CTO & Partner

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.

  • SF App Architect
  • AWS Expert
  • ArcusX AI
  • Finity360

Ready to build your
AI-first future?

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