ARQA
HQ Address
1221 Brickell Ave., Suite 900, Miami, FL 33131, United States
Website Address
Business introduction
Finally, AI-Powered Wealth Management That Gets the Job Done
ARQA brings every part of wealth management together in one AI-native platform. Improve operational efficiency, reduce manual work, and deliver faster client service
ARQA is on a mission to empower high-net-worth individuals, family offices, investment advisors, and institutions by delivering swift and insightful access to extensive information within their portfolios. Our goal is to enhance their day-to-day operations, making tasks more efficient and impactful.
At the forefront of the financial AI revolution, ARQA is dedicated to offering AI-enabled applications that empower financial professionals to make informed decisions. We drive success through advanced and intelligent capabilities, ensuring our clients thrive in the ever-evolving financial landscape.
ARQA Solutions
ARQA AI
Stop searching through data — let AI deliver the insights to you Converse with your data, get real-time answers Ask ARQA AI any question about portfolio performance, investments, or trends, and get data-backed answers instantly. With advanced reasoning, ARQA AI synthesizes insights from multiple sources and provides you with structured insights, visual......
business needs
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CRM
A better and faster way to manage client relationships Map and visualize complex ownership structures Easily map individuals, legal entities and accounts through a dynamic ownership tree. Track historical ownership changes over time and maintain a holistic, up-to-date overview of clients and their holdings. Track leads and manage your sales pipeline with ease Monitor......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
KorScript
Leave manual data entry behind—automate with AI Turn financial documents into actionable data Simply upload your financial documents, and let KorScript do the rest. It identifies and captures key data from your documents, turning it into organized, actionable data. Get accurate data with smart validation KorScript uses advanced AI and ML to verify and......
business needs
view solutionPortfolio Accounting
AI-driven portfolio accounting for smarter wealth management Bring all your client financial data in one place ARQA automatically pulls financial data from custodians, banks, and financial platforms, ensuring your accounting data is always up-to-date. No more logging into multiple portals—ARQA centralizes everything in one intuitive platform. Create offline transactions with AI-powered processing With KorScript’s......
business needs
view solutionWorkflows
Accelerate your operations with AI-driven workflows Use prompts to create your workflows Tell ARQA what workflow you want to build using everyday language, and it will build it for you. No complicated setups, simply describe, review, and confirm. Run workflows across multiple platforms Seamlessly connect your tools and execute tasks across multiple platforms. ARQA......
