Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Family-office technologyCRM add-ons and workflowDocument and entity managementArchiving and surveillanceOnboarding and account opening
Finity360
Suite of native Salesforce apps for document management, onboarding forms, supervision and backup at wealth firms
Part of a larger companyarcuspartners.comNot yet confirmed by the company
What it does
Finity360 is a set of native Salesforce applications from Arcus Partners, a Salesforce-focused technology firm serving wealth management, RIA and broker-dealer organizations. It is meant for firms that run their advisor and operations work in Salesforce.
Modules include Docs for FINRA-compliant document management inside Salesforce, Forms for digital onboarding with integrated Quik! forms, Monitor for one-click supervisory review, Tracker for investor communication audit trails, Recovery for Salesforce data backup and point-in-time restore, plus a client portal, a paper-to-digital transition tool and advisor task management. Arcus pitches the suite as compliant with FINRA, SEC and CFTC requirements and as working on top of a firm's existing data without lock-in.
Arcus Partners lists offices in Philadelphia, Dallas, Naples, Boston and Pune, India, and also sells Arcus360, SYNTHIFY and implementation services. Pricing is not published.
Best for
- Serves
- RIAs, Broker-dealers
Features
- Salesforce-native document management
- Digital onboarding forms with Quik!
- Supervisory review workflow
- Investor communication audit trail
- Salesforce data backup and restore
- Client portal in Salesforce
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
Integrations
Built on
- Salesforce
Coverage from The Daily Network
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