Arta AI
Dedicated AI agent for advisors with book-wide visibility and automated analysis
Overview
AI transformation partner built for wealth management. Provides a dedicated AI agent for financial advisors and wealth managers with visibility across their entire book. Creates informative reports, summaries, and product fact sheets while automating financial analysis and aggregating assets into a single dashboard. Winner of PWM Wealth Tech Awards 2026 for Global Best AI Supplier.
Key Features
- Dedicated AI Agent
- Book-Wide Visibility
- Automated Reports
- Product Fact Sheets
- Financial Analysis
- Asset Aggregation Dashboard
Integrations
Portfolio ManagementCustodiansPlanning SoftwareCRMMarket Data
Details
- Platforms
- Web, API
- Target Users
- RIAs, Wealth Managers, Private Banks, Financial Institutions
- Pricing Model
- Subscription
- Full Pricing Details
- Contact for pricing
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