ARQA AI
Wealth Management AI Agent for Portfolio Analysis
Effortlessly analyze portfolios, do deep research, and automate workflows—all in natural language. ARQA AI Agent integrates data from multiple sources, executes tasks and delivers instant insights.
Trusted by Leading Financial Advisors, Firms, and Institutions
See ARQA AI in Action
Watch how ARQA AI Agent transforms portfolio analysis into seamless, conversational insights. See it scan, synthesize, and deliver accurate answers in real-time.
Stop Searching Through Data — Let AI Deliver the Insights to You
Converse with Your Data, Get Real-Time Answers
Ask ARQA AI any question about portfolio performance, investments, or trends, and get data-backed answers instantly. With advanced reasoning, ARQA AI synthesizes insights from multiple sources and provides you with structured insights, visual summaries, and actionable recommendations.
Automate Tasks with AI-Driven Workflows
ARQA AI doesn’t just provide insights—it’s an AI agent for wealth management that automates tasks and executes workflows across CRM, reporting, and more. Simply ask in natural language, and it handles the rest—no complex setups required.
Build Custom Knowledge Domains for Your Firm
Create ARQA AI domains with key information for your firm. Upload legal documents, guidelines, client records, or add manual instructions to build a dynamic knowledge hub. Ask questions and get instant answers based on your data.
Stay Ahead with Real-Time Data Monitoring
Track portfolio changes with up-to-the-minute data and insights. Get timely alerts on price shifts and market sentiment, keeping you informed and proactive.
AI Agent, Built for Wealth Management
ARQA AI is more than just a tool—it’s an AI agent integrated into your workflows, delivering insights, automating tasks, and enabling you to serve clients more efficiently while saving your time.
AI Agent Always at Hand
Available across all ARQA’s modules, the AI Agent works alongside you to streamline analysis and answer your queries anytime.
Smart Suggestions
ARQA AI Agent anticipates your needs with smart, contextual prompts, helping you ask the right questions and find answers faster.
Reports on Demand
Generate professional, ready-to-share reports with a single click. ARQA AI makes sharing insights with clients effortless.
Your Data is Safe with ARQA
Built for the highest security standards, ARQA AI ensures that sensitive client portfolio details stay protected and compliant with financial regulations.
Seamless Integration with Your Existing Tools
Eliminate data silos and stop switching between tools to find answers. ARQA AI seamlessly integrates with your existing platforms, consolidating portfolio data and delivering powerful, actionable insights—all in one intuitive dashboard.
"Every time I use ARQA AI, I’m still blown away. I just ask a question and it brings the answer in seconds. I used to spend hours jumping between tools to do that."
David M.
Financial Advisor
"We’ve been using ARQA AI for a while now and it’s completely changed the way we see and use our data."
Michael T.
Wealth Manager
"I can’t imagine going back to the old way of doing things. ARQA AI has made it so much easier. It’s the kind of tool every advisor needs."
Julia B.
Financial Advisor
Still Have Questions About ARQA AI?
ARQA AI is an advanced wealth management AI Agent that uses AI to deliver financial advisors with actionable answers and intelligent analysis. It scans your client portfolios from any data source and uncovers critical insights, enhancing advisory capabilities.
ARQA AI provides a range of insights to answer your portfolio questions, from quick updates to in-depth analyses and comparisons over time. With prompts and smart suggestions, ARQA AI helps you find the information you need.
Yes, ARQA AI is designed to work with your existing tools, so you can get AI-driven insights across all your portfolio data.
ARQA AI's Data Monitoring feature keeps you updated with real-time price changes and news insights across client portfolios. It prioritizes key securities based on their relevance to each portfolio, delivering actionable insights through AI-driven analysis of market trends and news sentiment.
ARQA AI is built with security in mind to protect your data and ensure privacy at every step. Sensitive data, like client portfolio details, is never sent directly to the AI engines, keeping your data secure and compliant with financial regulations.
Ready to try out ARQA AI?
Book your personalized demo today and experience how ARQA AI can elevate your advisory capabilities.