Solution introduction

Breathing new life into the wealth management industry

ARQ is a revolutionary new digital platform that enables wealth managers to strengthen their relationships with clients and empowers individuals to make better investment decisions and increase their net wealth

The traditional model of wealth management is changing. Client experience is now in the spotlight as clients’ expectations evolve, in line with much of the wider banking and personal finance industries.

The two most common reasons why clients leave their investment manager is underperformance and a lack of communication. Fundamentally, individuals want to trust their wealth managers to act in their best interest.

With ARQ, they can.

The first of its kind in the wealth management sector, ARQ rose from the simple premise of independence, transparency, simplicity and intelligence to bring the very best of wealth management digitally, 24/7 - at your convenience.

The traditional wealth management ecosystem is behind the curve when it comes to the client experience.

  • High costs
    High charges with no relationship to investment performance.
  • No holistic view
    Clients cannot see a consolidated view of all holdings resulting in poor decision-making.
  • Deal flow
    It is very difficult to access high quality and innovative investment opportunities via a technology interface, anytime anyplace.
  • Lack of transparency
    Advisor charging and performance benchmarking remain opaque. No independent peer to peer insights exist to learn and adapt.
  • No personalisation
    The blanket, standardised approach of service and reporting creates a ‘second class’ experience.
  • Benchmarking
    No consistent approach to benchmarking returns. Advisors select the benchmark against which to compare their own performance.

ARQ was built to address these key issues, breathing new life into the wealth management industry by providing a revolutionary new tool designed to help clients and wealth managers alike make better decisions and increase wealth.

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