Business Overview

Arcus Partners is a FinTech and managed services provider for wealth management, RIA, and broker-dealer industries.

At Arcus, we are dedicated to revolutionizing the way firms strategize, integrate, and implement technology, by providing a comprehensive suite of Cloud-Built, Native Salesforce and AWS, AI-powered applications and services. We are a certified Salesforce ISV and Implementation  Partner as well as an AWS Technical Partner.

With our cutting-edge technology platform, Finity360™, SYNTHIFY™, and deep industry expertise, we empower Wealth Management and RIA firms with the most advanced applications and managed services, allowing them to optimize their middle-office operations and deliver exceptional advisor and client experiences.

Customers

Our Customer Profile:
Finity360™ serves small-to-medium-sized wealth management firms, Registered Investment Advisors (RIAs), and broker-dealers that face operational and technical challenges, including:

• Limited Technical Resources: Firms with minimal or no in-house IT or technical expertise.
• Tight Budgets: Organizations seeking cost-effective solutions without compromising quality or compliance.
• Outdated Systems: Businesses reliant on fragmented legacy systems that lack integration and efficiency.
• Workflow Gaps: Firms without streamlined processes for client onboarding, compliance, reporting, or advisor support.
• Suboptimal Client and Advisor Experiences: Companies looking to enhance their service delivery with modern, intuitive tools.

These firms prioritize solutions that are easy to implement, highly secure, and tailored to meet their unique operational needs while delivering measurable results in efficiency, engagement, and data control. Arcus Partners and Finity360™ are their trusted partner in overcoming these challenges and achieving operational excellence.

Partners

Our Strategic Partners
At Arcus Partners, we collaborate with industry-leading strategic partners to deliver cutting-edge solutions tailored to the unique needs of wealth management, RIA, and broker-dealer firms. These partnerships enable us to provide seamless integrations, innovative tools, and expert support to drive efficiency, compliance, and client satisfaction.

• Salesforce Partner
  As an authorized Salesforce Partner, we leverage the power of Salesforce's Financial Services Cloud (FSC) to create scalable, client-focused solutions. Our expertise in Salesforce integration ensures that wealth management firms can optimize their operations and enhance client engagement.
• AWS Technical Partner
  Our partnership with AWS (Amazon Web Services) brings expert technical services to our clients. This collaboration strengthens our ability to implement advanced technologies, integrate systems, and deliver reliable solutions tailored to the financial services sector.
• Quik! Forms Reseller
  As a Quik! Forms integration and reseller partner, we provide a premier electronic forms solution that simplifies document management and improves client onboarding experiences. This partnership enhances our Finity360™ platform by delivering automated, compliant, and efficient form creation and management capabilities.
• DocuSign Partner
  Through our partnership with DocuSign, we offer seamless electronic signature capabilities to enhance workflows, accelerate document processing, and ensure compliance. DocuSign's industry-standard e-signature solution integrates effortlessly into our platform, empowering firms to manage agreements with speed, security, and convenience.

How Our Partnerships Add Value

• Enhanced Technology: Access to best-in-class platforms and tools that drive operational efficiency and improve client interactions.
• Seamless Integrations: Flexible and tailored solutions that integrate with existing systems, reducing complexity and manual effort.
• Scalable Solutions: Partnerships that cater to firms of all sizes, providing adaptable and future-ready capabilities.
• Expert Support: Collaboration with top technical and industry experts ensures exceptional service delivery and continuous innovation.

These strategic alliances allow Arcus Partners to deliver a comprehensive suite of solutions, empowering financial firms to meet today’s challenges and capitalize on tomorrow’s opportunities.