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 wealth management firms leverage AI. Unlike traditional AI solutions, ArcusX AI introduces a new era of intelligent automation, compliance enhancement, and data-driven decision-making, all while ensuring unparalleled security and seamless integration across platforms.

AI as the new User Interface (UI)
In today’s digital-first landscape, AI is no longer just an add-on—it is becoming the new User Interface (UI), simplifying complex workflows and making advanced technology more accessible across organisations. ArcusX AI stands apart by offering a truly integrated, role-specific AI experience designed for wealth management firms, empowering financial advisors, compliance teams, and operational leaders with tailored AI insights, predictive analytics, and intelligent automation.

About Arcus Partners:

• Seamless & flexible integration – Unlike rigid AI models, ArcusX AI integrates effortlessly across multiple platforms without requiring firms to overhaul their existing systems.
• Role-based AI functionality – AI-driven tools cater to different roles within a firm, ensuring financial advisors, compliance officers, and operational teams receive tailored insights and automation.
•  AI-driven compliance & risk management – ArcusX AI proactively monitors compliance requirements, automates adherence to Written Supervisory Procedures (WSPs), and helps firms stay ahead of regulatory challenges.
• Data security & controlled access – One of ArcusX AI’s core strengths is its highly secure environment. Users cannot access the internet or external resources, minimising data breaches and ensuring that sensitive information remains protected.
• Extensible AI with customisation – Firms can adapt and extend ArcusX AI to meet their specific business needs, ensuring long-term scalability and operational efficiency.
• Real-time AI insights & decision support – ArcusX AI empowers organisations with predictive analytics, automated workflows, and real-time data unification, providing a competitive edge in client service and operational effectiveness.
• Unifying internal knowledge & training resources – ArcusX AI enhances internal operations by securely storing and analysing internal documents such as WSPs, training materials, and corporate knowledge repositories, much like a SharePoint-powered AI system but with higher security and AI-driven insights

Client testimonials from ArcusX AI beta users
Beta users have already experienced the power of ArcusX AI in enhancing security and operational efficiency. One early adopter highlighted how ArcusX AI safeguards sensitive internal data while improving knowledge management:

“ArcusX AI provides an unmatched level of security and efficiency. Because users cannot access external resources or the internet, the risk of data leaks is significantly reduced. We have started by using it for essential use cases like WSPs, training materials, and internal documents, and the impact has been immediate—improved compliance workflows, faster onboarding, and centralised knowledge access.” – Ken Fischer, Realta Wealth, Chief Technology Officer

A future-proof AI solution for wealth management
ArcusX AI is more than just an AI tool—it is a transformative force in wealth management,” said Gerry Murphy, CEO at Arcus Partners. “By rationalising AI for firms and making it truly extensible and role-specific, we are giving financial professionals the ability to work smarter, improve compliance, and unify their operations without the typical AI-related security concerns.”

ArcusX AI is the latest innovation from Arcus Partners, complementing the company’s growing portfolio of financial technology solutions, including FINITY360 and SYNTHIFY. Built on robust platforms like Salesforce and Amazon Web Services (AWS), ArcusX AI is poised to become the go-to AI solution for wealth management firms looking to modernise and secure their operations.

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