ArcusX AI
AI Platform
Extensible Intelligence Platform
A revolutionary extensible AI platform that integrates across your existing technology — unifying operations without rip-and-replace. Powered by AWS, built for Salesforce.
- Client Onboarding & Meeting Prep Agents
- Organizational Knowledge Assistant
- WSP / Compliance AI Agent
- Annual Review Automation
SYNTHIFY™
Data & Analytics
AI-Powered Data Lake
Combines a data warehouse, business intelligence, and AI analytics in one cloud-based platform — at ~1/10th the cost of traditional solutions, built for SME budgets.
- Connects all custodians, CRMs, and back-office systems
- SEC & FINRA compliant data retention
- Structured + unstructured data ingestion
- Real-time BI and variance analysis
Finity360™
Native Salesforce Suite
Wealth Management Operations
A comprehensive suite of native Salesforce applications that unifies document management, compliance, onboarding, and investor communications in one platform.
- Docs — FINRA-compliant document management
- Recovery — Automated Salesforce data backup
- Forms Plus — Digital onboarding with Quik!
- Tracker — Investor communication compliance
Arcus360™
Managed Service
Salesforce Managed Services
Full-lifecycle Salesforce managed services — from day-one implementation through ongoing optimization — as a certified ISV, implementation partner, and AWS technical partner.
- Fixed-rate, on-time implementations
- Instance health checks & remediation
- Roadmap & account mapping sessions
- On-site and virtual co-delivery
Creative Edge™
Marketing Service
Marketing Managed Services
Your helping hand for digital success — marketing managed services purpose-built for wealth management firms that lack dedicated marketing resources or capacity.
- Social media strategy and content creation
- Video production and email campaigns
- Compliance-approved messaging
- Brand identity and digital advertising