Arcus Partners is thrilled to spotlight our partnership with QUIK! Forms and its seamless integration with Finity360 and Salesforce. This integration offers advisors and firms unparalleled efficiency in handling client documentation.

[What is agentic ai in Wealth Management](/content/what-is-agentic-ai-in-wealth-management/ "What is agentic ai in Wealth Management"/index.html)

What is agentic ai in Wealth Management Artificial intelligence is already reshaping wealth management. Many firms use AI to automate reporting, analyze data, and improve workflows. Now, the next phase is here. Agentic AI in wealth management goes beyond automation. It enables systems to make decisions, take actions, and improve continuously based on defined goals….

[Drake & Associates Goes Live with Arcus Partners’ Finity360 and Managed Services April 8, 2025 – PHILADELPHIA, Pennsylvania](/content/drake-associates-goes-live-with-arcus-partners-finity360-and-managed-services-april-8-2025-philadelphia-pennsylvania/ "Drake & Associates Goes Live with Arcus Partners’ Finity360 and Managed Services April 8, 2025 – PHILADELPHIA, Pennsylvania"/index.html)

March 3, 2025 – PHILADELPHIA, Pennsylvania Arcus Partners™, a leading WealthTech and Managed Services provider for SME Wealth Management, RIA, and Broker-Dealer firms, is pleased to announce that Drake & Associates LLC, a Wisconsin-based financial advisory firm, has officially gone live with Finity360™ and Arcus360™ Managed Services as part of a strategic initiative to centralize…

[Arcus Partners™ Launches ArcusX AI™: A Transformative AI Solution for Wealth Management](/content/arcus-partners-launches-arcusx-ai-a-transformative-ai-solution-forwealth-management/ "Arcus Partners™ Launches ArcusX AI™: A Transformative AI Solution for Wealth Management"/index.html)

ABOUT ARCUS PARTNERS: Arcus Partners, a leading innovator in financial technology solutions, is proud to announce the launch of ArcusX AI, a groundbreaking artificial intelligence platform designed to transform how wealth management firms leverage AI. Unlike traditional AI solutions, ArcusX AI introduces a new era of intelligent automation, compliance enhancement, and data-driven decision-making.

[Arcus Partners Announces Bulltick’s Selection of Finity360 to Enhance Digital Workflows and Centralized Data Management](/content/arcus-partners-announces-bullticks-selection-of-finity360-to-enhance-digital-workflows-and-centralized-data-management/ "Arcus Partners Announces Bulltick’s Selection of Finity360 to Enhance Digital Workflows and Centralized Data Management"/index.html)

March 3, 2025 – PHILADELPHIA, Pennsylvania Arcus Partners™, a leading WealthTech and Managed Services provider for SME Wealth Management, RIA, and Broker-Dealer firms is pleased to announce that Bulltick, an international financial and wealth services firm supporting ultra-high net worth private clients and financial institutions, has selected Finity360 as its Salesforce-native solution to modernize and…

[ABOUT ARCUS PARTNERS: www.arcuspartners.com](/content/about-arcus-partners-www-arcuspartners-com/ "ABOUT ARCUS PARTNERS: www.arcuspartners.com"/index.html)

ABOUT ARCUS PARTNERS: Arcus Partners is a WealthTech and Managed Services provider to the Wealth Management, RIA, and Broker-Dealer industries. At Arcus, we are dedicated to revolutionizing the way firms strategize, integrate, and implement technology, by providing a comprehensive suite of Cloud-Built, Native Salesforce and AWS, AI-powered applications and services.

[Upcoming Events: “Where to Find Arcus in 2025”](/content/upcoming-events-where-to-find-arcus-in-2025/ "Upcoming Events: “Where to Find Arcus in 2025”"/index.html)

Upcoming Events: “Where to Find Arcus in 2025” Arcus Partners is committed to staying connected with our community and sharing our vision for the future of financial technology. Here’s where you can find us in 2025: • T3 Conference – March 2025: The ultimate tech-focused conference for advisors. Join us for hands-on demos and exclusive…

[Arcus Partners™ Launches New Marketing Managed Service, ‘Creative Edge™](/content/arcus-partners-launches-new-marketing-managed-service-creative-edge/ "Arcus Partners™ Launches New Marketing Managed Service, ‘Creative Edge™"/index.html)

Arcus Partners™ Launches New Marketing Managed Service, ‘Creative Edge™,’ in Strategic Partnership with Chameleoon Media PHILADELPHIA, PA, UNITED STATES, January 16, 2025.

[Partner Insights: “Integrating QUIK! Forms with Finity360”](/content/arcus-partners-announces-finity360-forms-plus/ "Partner Insights: “Integrating QUIK! Forms with Finity360"/index.html)

Arcus Partners Announces Finity360 FORMS Plus: Seamlessly Integrating Quik! Forms Libraries into a Unified Salesforce Solution for Wealth Management, RIA, and Broker-Dealer Firms PHILADELPHIA, Pa., November 12, 2024.

[Arcus Partners Unveils Finity360 AI™](/content/arcus-partners-unveils-finity360-aitm/ "Arcus Partners Unveils Finity360 AI™"/index.html)

Arcus Partners Unveils Finity360 AITM: Revolutionizing the Wealth Management Middle Office with Integrated AI.