PHILADELPHIA, Penn., January 29, 2024 — In today’s fast-paced business environment, the pursuit of efficiency has never been more crucial. Arcus Partners™ proudly introduces Finity360 AI™, a groundbreaking solution that reshapes the middle office landscape by simplifying complex business processes…
Leadership role strengthens company’s focus on helping wealth managers, RIA, and broker-dealers firms maximize their IT, cloud and Salesforce infrastructures, and driving continuous innovation of the Finity360 digital office platform PHILADELPHIA, Penn., January 18, 2023 – Growing fintech solution and…
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The firm anticipates significant improvements in efficiency, accuracy, competitiveness, and tech stack future-proofing PHILADELPHIA, Penn., November 7, 2022 – Full-service broker-dealer and investment advisor Silver Oak Securities, Inc. is adopting the entire suite of Arcus Partners’ cloud-based Finity360™ wealth management…
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PKS will also use Finity360 to make rep onboarding faster and easier PHILADELPHIA, Penn., October 12, 2022 – Purshe Kaplan Sterling Investments, Inc. (“PKS”) has implemented Arcus Partners’ cloud-based Finity360™ wealth management digital office solutions to transform its legacy paper-based processes into efficient, document…
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With Finity360, CG Financial Services has increased advisor technology adoption and halved the number of applications it needs to make its technology vision a reality. PHILADELPHIA, Penn., July 20, 2022 – CG Financial Services, a growing financial advisory firm with…
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A Suite of Apps That Can Transform Your Business with Gerry Murphy | Advisorpedia Gerry Murphy is the CEO of Arcus Partners, a forward-thinking, fintech and service-focused company whose team and unique brands align with their clients, partners and investors to…
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CoastalOne’s significant increase in growth fostered the need for greater efficiencies in synching, reducing NIGO rates, and enhancing the client onboarding experience PHILADELPHIA, Penn., June 23, 2022 – CoastalOne, an independent broker-dealer/RIA firm, now utilizes Arcus Partners’ cloud-basedFinity360™ wealth management digital office…
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Printing and mailing paper investor statements, disclosures and other client communications are expensive and non-compliant with anticipated expansion of regulatory investor document acceptance rules Madison Avenue Securities chose Finity360 to facilitate the transition from physical mailing of client communications and…
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Despite tech adoption, broker-dealers and advisory firms still face problems with disparate data, disconnected processes, and a lack of control over their own data Peak Brokerage Services’ adoption of Finity360 is improving the daily lives of registered representatives and their…
SIGNiX, the leading provider offering both digital signature and eNotary technology in North America, today announced an integration with global CRM leader. The integration, created and powered by Arcus Partners, a global fintech provider of digital data and document management solutions.…
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