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Finity360 AI
Finity360 AI
App by ArcusRevolutionizing the Wealth Management Middle Office with Integrated AIFeatures- Lightning Ready
- No Limits
- Native App
Latest Release 1/29/24Categories SalesIn today's fast-paced business environment, the pursuit of efficiency has never been more crucial. Arcus Partnersâ„¢ proudly introduces Finity360 AIâ„...
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Finity360 Docs
Finity360 Docs
App by ArcusIntelligent Document Management for Financial ServicesFeatures- Lightning Ready
- No Limits
- Native App
Latest Release 10/12/2022Categories SalesNative-Salesforce app and blockchain-enabled, Finity360 Docs improves the on-boarding, capture, digitization, approval, storage and accessibility of b...
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Finity360 Recovery
Finity360 Recovery
App by ArcusPowerful Digital Recovery and BackpFeatures- Lightning Ready
- No Limits
- Native App
Latest Release 10/12/2022Categories SalesFinity360 Recovery is a powerful digital recovery and backup tool that helps companies using Salesforce and other SaaS or cloud platforms address the ...
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Finity360 Analytics
Finity360 Analytics
App by ArcusUnlock the power of your data. Without high cost or risk.Features- Lightning Ready
- No Limits
- Native App
Latest Release 11/01/2022Categories SalesFinity360 Analytics addresses the data accessibility and distribution challenges many financial institutions face in prevalent legacy operating enviro...
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Finity360 Check
Finity360 Check
App by ArcusSanctions Screening Software for SalesforceFeatures- Lightning Ready
- No Limits
- Native App
Latest Release 05/01/2022Categories SalesFinity360 Check for Salesforce, your company can verify customers in real-time, while entering opportunity information in Salesforce....
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Finity360 Portal
Finity360 Portal
App by ArcusServicing your customers needs directly through SalesforceFeatures- Lightning Ready
- No Limits
- Native App
Latest Release 11/01/2022Categories SalesFinity360 Portal is a natively built Salesforce services Portal that allows your customers to communicate directly with you. ...
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Finity360 Forms
Finity360 Forms
App by ArcusThe Natural solution to simplify customer onboardingFeatures- Lightning Ready
- No Limits
- Native App
Latest Release 11/11/2022Categories SalesFinity360 Forms, is a Natural Language forms solution. ...
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Finity360 Transition
Finity360 Transition
App by ArcusMoving paper documents to the digital age.Features- Lightning Ready
- No Limits
- Native App
Latest Release 08/31/2022Categories SalesFinity360 Transition...
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Finity360 Tasks
Finity360 Tasks
App by ArcusMANAGE YOUR REPUTATION WITH Finity360 Advisor Tasks and never leave a task undone.Features- Lightning Ready
- No Limits
- Native App
Latest Release 11/11/2022Categories DigitalFinity360 Advisor Tasks helps you manage your Advisor onboarding process and maintain a single source of truth with best practice templates, automated...
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Finity360 Monitor
Finity360 Monitor
App by ArcusSimple supervision solution with one-click review functionalityFeatures- Lightning Ready
- No Limits
- Native App
Latest Release 05/01/2022Categories SalesAn effective supervision engine and workflow is key to satisfying regulatory requirements and mitigating risk within your organization. The Finity360 ...
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Finity360 Tracker
Finity360 Tracker
App by ArcusDigitally manage, communicate and deliver and ensure Tracker client CommunicationsFeatures- Lightning Ready
- No Limits
- Native App
Latest Release 02/01/2023Categories SalesFinity360 Tracker Manage, process, and track all required investor communications digitally....
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SIGNiX for Salesforce
SIGNiX for Salesforce
App by ArcusThe most trusted name in digital signaturesFeatures- Lightning Ready
- No Limits
- Native App
Latest Release 11/17/2022Categories DigitalThe SIGNiX e-signature APP will allow users to get documents signed without leaving Salesforce....