Arta for partners
Wealth management as a service - powered by Arta
We work with banks, investment advisors, insurance companies, and other financial institutions to provide cost-effective, quick-to-market solutions to better serve their clients and tap into new segments through tech-driven personalization.
The opportunities for today’s financial institutions
We work with partners to help them gain an advantage through AI and tech-driven wealth solutions that boost growth, improve margins, and keep them ahead of accelerating market change.
Growth
Outserve existing clients and new segments with innovative wealth products, services and tools.
Higher margins
Increase revenue while driving operating efficiency and lowering cost-to-serve.
Ship AI experiences
Empower your clients with sophisticated AI wealth management experiences.
Every advisor, every conversation, starts informed.
Advisors get instant, cited answers on any portfolio - before a client call, after a market event, or mid-meeting - without switching systems or preparing in advance. Market developments surface in the context of each client's actual holdings, giving advisors a specific, timely reason to reach out. Investment ideas become client-ready recommendations the same day they surface.
Personalised advice for every client, not just the top tier.
Suitability-compliant investment planning delivered across every client segment, regardless of AUM. Product questions are answered accurately, consistently, and with a full audit trail. The advice and education boundary is enforced by design. Conversations are logged, replayable, and ready for compliance review.
Every investment opportunity, matched to the right client.
Arta connects clients to what's genuinely relevant - personalised by portfolio, suitability profile, and house view. New launches, emerging ideas, stock recommendations, and market-driven opportunities all reach the clients they were built for. Advisors immediately see which clients are relevant for a new opportunity, and why, turning distribution from broad outreach into targeted engagement.
Implementation partners
Our platform is designed from the ground up with partnerships in mind - we’re financial technologists after all. To support a seamless integration, we’ve partnered with top experts who bring additional insights and solutions to the table, ensuring you have all the help you need.
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