CRM
Smarter Client Management with AI-Native CRM
Forget outdated CRMs. Embrace a modern, AI-native solution that combines essential CRM features with AI-powered onboarding, client insights, automated workflows, task management, and more.
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Trusted by Leading Financial Advisors, Firms, and Institutions
See CRM in Action
See how ARQA’s AI-powered CRM transforms client and prospect management, offering a powerful and intuitive way to manage ownership, automate workflows, and more.
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A Better and Faster Way to Manage Client Relationships
Map and Visualize Complex Ownership Structures
Easily map individuals, legal entities and accounts through a dynamic ownership tree. Track historical ownership changes over time and maintain a holistic, up-to-date overview of clients and their holdings.
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Track Leads and Manage Your Sales Pipeline with Ease
Monitor your sales pipeline with ease, track prospect progress, and forecast revenue using integrated analytics. Gain valuable insights to make informed decisions and drive business growth.
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Easily Onboard and Migrate Clients with AI
Let AI handle onboarding—simply upload legal documents and client details to instantly generate ownership structures. Review and refine as needed, and get straight to work without the hassle of manual setup.
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Instantly Access Client Data and Insights with AI
Gain a deeper understanding of your clients, their accounts, and ownership structures with AI-powered insights. Leverage these insights to make more informed recommendations and deliver personalized client experiences.
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AI-Powered CRM for Modern Wealth Management Needs
ARQA AI combines ease of use with powerful features, giving you quick access to insight and tools you need to analyze portfolios—all in one place.
Centralized Database
Maintain all client profiles, contact details, and communication history in one secure location.
Group into Organizations
Group clients from the same family or entity for a unified view of shared ownership, investments, and evolving relationships.
Fully Integrated CRM
No more data silos—ARQA’s CRM natively integrates with accounting, performance, reporting and billing modules.
Your Data is Fully Secure with ARQA
ARQA is built with security in mind. All data is processed and stored securely, compliant with industry standards for financial data protection.
Our Clients Say It Best
Still Have Questions About the CRM Module?
What makes ARQA’s CRM different from other CRMs?
Can I use ARQA CRM to track both prospects and existing clients?
Can I migrate existing client data into ARQA CRM?
How does AI actually help in a CRM?
Can ARQA CRM integrate with other tools and systems I use?
Ready to Try AI-Powered CRM?
Book your personalized demo today and discover a faster, more intuitive way to manage client relationships with AI.
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