Introducing Finity360

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Empowering wealth management, unleashing potential. Navigate the future of wealth management with Arcus Partners and the cutting-edge technology of Finity360 and SYNTHIFY, bridging the gap between your business model and transformational innovation

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Finity360

Finity360™ Product Suite Overview Finity360™ is a comprehensive (native Salesforce) suite of applications (PaaS) tailored to address the unique challenges faced by the wealth management, Registered Investment Advisor (RIA), and Broker-Dealer (BD) industries. Designed to optimize operations, enhance client engagement, and solve system inefficiencies, Finity360 unifies critical processes such as client...

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by Arcus Partners

| 06/06/2024 08:01:05

The complete digital office for wealth management

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If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

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