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 summaries, and actionable recommendations.

Automate tasks with AI-driven workflows
ARQA AI doesn’t just provide insights—it’s an AI agent for wealth management that automates tasks and executes workflows across CRM, reporting, and more. Simply ask in natural language, and it handles the rest—no complex setups required.

Build custom knowledge domains for your firm
Create ARQA AI domains with key information for your firm. Upload legal documents, guidelines, client records, or add manual instructions to build a dynamic knowledge hub. Ask questions and get instant answers based on your data.

Stay ahead with real-time data monitoring
Track portfolio changes with up-to-the-minute data and insights. Get timely alerts on price shifts and market sentiment, keeping you informed and proactive.