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 more than $3 billion in assets under management (AUM), has implemented Arcus Partners’ cloud-based Finity360™ wealth management digital office solutions to fulfill its technology-centric vision for improving advisor and client experiences.

CG Financial Services provides adaptive financial planning for individuals and businesses to clients across the country with offices in Michigan, North Carolina, and Virginia. Their expanding footprint through the Midwest and Southeast also provides superior back-office support, top-of-the-line technology, and customized compliance services to independent firms and advisors.

A native-Salesforce platform, Finity360 provides CG Financial Services with one flexible and scalable platform that standardizes processes by filling the gaps in document, data, and middle-office workflows that were previously caused by inefficient document storage, disparate and hard-to-use applications, and the widespread use of spreadsheets.

CG Financial Services implemented Finity360 Docs, a FINRA-compliant document management solution; Finity360 Forms to digitize client onboarding workflows and eliminate “not in good order” (NIGO) documents; Finity360 Recovery, a digital recovery and backup tool; and Finity360 Tracker which enables the firm to digitally manage all of its client investor communication notices, and deliver and acknowledge the receipt of paper-based communications.

The Finity360 solutions work together to automate new account opening, capture client data from digital forms and documents, populate Salesforce records and documents, feed custodian and compliance workflows, centralize the storage of documents, and track the receipt and acceptance of investment statements and other communications.

“To meet our aggressive growth objectives, we needed to reduce manual labor costs and establish more efficient workflows starting with automating the account opening process which, once we found Finity360, quickly led to exploring enhanced digital data collection and integration with the Salesforce CRM,” said Nick Thiede MBA, AIF^® and Director of Operations at CG Financial Services. “Finity360 has transformed our entire process by eliminating our reliance on spreadsheets and technology that was delivering limited value, making advisors’ lives easier, and allowing us to unlock the power of Salesforce to further simplify and streamline operations, compliance and risk management.”

Gerry Murphy, CEO of Arcus Partners, said: “Today’s firms want more simplicity and scalability, not more disparate applications. With Finity360, firms have one consistent digital office experience that can quickly meet their strategic digital office objectives and easily grow with them – and advisors find it easy to adopt and use. Finity360’s ability to capture, leverage and safeguard data across the front, middle and back offices ensures documents are always in good order and managed in a compliant manner, which reduces risk and increases efficiencies across the firm.”

About Arcus Partners

Financial technology and services company, Arcus Partners, provides the Finity360™ cloud-based, native-Salesforce, digital office solutions to help wealth management and other financial services companies drive growth through highly efficient and scalable interactions between advisors, clients, home-office operations, and custodian recordkeeping systems. The Finity360 middle-office applications provide a single platform that delivers one consistent, exceptional experience and a more agile way for firms to turn their digital office vision into action while gaining more business value from their data, technology and the Salesforce platform. For more information, visit https://arcuspartners.com and https://finity360.com.

Trademark information: Arcus Partners and Finity360 are trademarks of Arcus, Inc. All other trademarks belong to their respective owners.

Advisory Services offered through CG Advisory Services, an SEC Registered Investment Adviser. Securities offered through Geneos Wealth Management Inc. Member FINRA/SIPC.