Featured Solutions and Benefits Summary
Finity360™ is a cutting-edge suite of document management, data protection, and workflow automation tools designed for financial services firms such as wealth managers, RIAs, and broker-dealers. By addressing critical challenges like paper-intensive processes, compliance, and inefficient workflows, Finity360™ transforms operations and enhances client experiences.

Key Solutions

• Finity360™ Forms
  Revolutionize client onboarding with Natural Language Forms (NLF). These narrative-style forms reduce errors (NIGOs), streamline data collection, and include e-signature capabilities. Features include:
  • Custom rules for document bundling and attachments.
  • Integration with custodians, Salesforce, and third-party systems.
  • Address hygiene verification via USPS-certified systems.
• Finity360™ Docs
  Simplify digital document management with features like:
  • FINRA/SEC-compliant storage for regulatory needs.
  • Folder-based organization within Salesforce records.
  • Blockchain-enabled repository for smart contracts.
  • Intelligent AI-powered document classification and search.
• Finity360™ AI
  Integrate AI into middle-office processes to:
  • Automate client communication analysis, compliance monitoring, and workflow navigation.
  • Generate document summaries and identify actionable insights.
  • Provide customizable AI prompts for tailored business processes.
• Finity360™ Recovery
  Protect and recover data with secure, blockchain-based solutions:
  • Backup sensitive data with AWS durability.
  • Enable data masking to safeguard PII in testing environments.
  • Expedite recovery and ensure platform performance.

Key Benefits

• Enhanced Client Onboarding
  Streamline application processes with user-friendly forms and integrated e-signature capabilities to reduce onboarding time and errors.
• Regulatory Compliance
  Meet SEC, FINRA, and other standards with automated data retention, audit-ready document storage, and compliance monitoring.
• Improved Efficiency
  Minimize delays and costs with AI-driven automation, real-time reporting, and platform-independent tools.
• Seamless Integration
  Fully integrate with Salesforce and other third-party platforms, enhancing workflows and enabling cross-departmental collaboration.
• Advanced Security
  Leverage AWS-backed data protection, encryption, and blockchain technology to secure sensitive information.
• Customization
  Adapt forms, workflows, and document management processes to meet unique business requirements.

With Finity360™, financial services firms gain the tools and flexibility to modernize their operations, improve client satisfaction, and ensure compliance in an increasingly digital environment.

Featured Solutions and Benefits Summary
Finity360™ addresses the Wealth Management, RIA, and BD industry’s critical challenges, including data management, workflow optimization, system consolidation, and client engagement.

• Consolidate Systems
  Replace disparate legacy systems with a unified platform that centralizes client data, compliance, reporting, and more. This consolidation eliminates data silos and enhances operational efficiency.
• Automated Workflows
  Introduce intelligent automation to streamline client and advisor onboarding, custodian and third-party integration, compliance checks, and reporting processes.
• Real-time Insights
  Leverage advanced analytics and reporting capabilities to gain real-time visibility into client portfolios, investment performance, and market trends. Empower advisors to make data-driven decisions, identify opportunities, and proactively meet client needs.
• Enhanced Client Engagement
  Equip advisors, operations, and management with tools to deliver exceptional client experiences through an automated, digital-first approach.
• Own Your Data
  Maintain full control over your data with robust compliance features, including document management, audit trails, and encryption. Finity360 ensures firms meet regulatory requirements and secure their data independently.

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. Finity360™ is their trusted partner in overcoming these challenges and achieving operational excellence.

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 reseller, 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.