Finally, AI-Powered Wealth Management That Gets the Job Done
ARQA brings every part of wealth management together in one AI-native platform. Improve operational efficiency, reduce manual work, and deliver faster client service.
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Trusted by Leading Financial Advisors, Firms, and Institutions
The End-to-End AI Platform for Wealth Management
ARQA is an AI-native wealth management platform that delivers fast, efficient, and flexible portfolio management. Watch a quick video and see how AI powers every part of wealth management.
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One Modular Platform. Every Tool You Need.
Built to deliver fast, efficient, and flexible portfolio management, ARQA allows you to customize and select the modules that fit your workflows. Use them independently or together to create your perfect wealth management solution.
ARQA Core
CRM
See the full picture across clients, leads, and prospects. Easily map and visualize connections between individuals, entities, and investments while tracking changes over time.
ACCOUNTING
Automate reconciliation and transaction processing to keep portfolio records accurate and reliable. Manage tax lots with ease, while discrepancies are detected and flagged instantly for correction.
ANALYSIS
Analyze financial performance effortlessly. View key portfolio metrics at a glance and make data-driven decisions faster. With AI built in, you can visualize and interact with data like never before.
REPORTING
Generate professional and client-ready reports in minutes. Customize them to your needs or let ARQA AI create polished presentations that are ready to share instantly.
ARQA Intelligence
ARQA AI
Your AI assistant that works across every module. With AI chat, you can ask questions and instantly get insights from your portfolio data, conduct deep research, and chat with your firm-specific knowledge.
KORSCRIPT
Automate data extraction from financial documents like custodian statements, investment statements, and tax reports. Upload files in bulk, review the data, and book transactions with a single click.
WORKFLOWS
Build workflows without writing a single line of code—just describe them in plain English. Review and approve each step, connect your platforms, and schedule tasks to run automatically.
PORTFOLIO MODELING
Build investment proposals that reflect each client’s goals and allocations. ARQA streamlines the process so you can review, approve, and send proposals faster than ever.
Why Leading Firms Choose ARQA
Wealth management is changing, and the firms that stay ahead are embracing AI. Built from the ground up, ARQA reimagines modern operations—eliminating inefficiency, adapting to your workflows, and delivering the speed, clarity, and security today’s advisors demand.
AI at the Core
ARQA is AI-native by design. Every workflow is reimagined with AI assisting, executing tasks, and supporting the way modern wealth management should work.
Operational Efficiency
Your firm runs smoother when AI handles the repetitive work that slows everyone down. By automating tedious tasks, ARQA frees your team to focus on people, relationships, and growth.
Faster, Smarter Service
Clients today expect speed, clarity, and personalization—and ARQA helps you deliver all three. With instant access to insights and workflows, you respond faster and raise client satisfaction.
Flexibility & Ease of Use
Technology should work around you, not the other way around—and ARQA does exactly that. Its intuitive design and modular build make it effortless to start small and grow at your own pace.
Seamless Integrations
ARQA connects directly with custodians, portfolio systems, and data providers you already use. By acting as a connective layer, it turns a fragmented wealth management stack into a seamless ecosystem.
Partnering with the industry leaders
All data is processed and stored securely, compliant with industry standards for financial data protection.
Our Clients Say It Best
Ready to See ARQA in Action?
It’s time for you to see what AI-native wealth management looks like. Book your personalized demo today.
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