WORKFLOWS
Advanced AI Workflows for the Most Complex Financial Tasks
Create custom workflows to automate your financial processes, from onboarding to reporting and more. Just connect your tools, type in instructions, and let ARQA handle the rest.
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Trusted by Leading Financial Advisors, Firms, and Institutions
Accelerate Your Operations with AI-Driven Workflows
The End-to-End AI Platform for Wealth Management
Tell ARQA what workflow you want to build using everyday language, and it will build it for you. No complicated setups, simply describe, review, and confirm.
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Run Workflows Across Multiple Platforms
Seamlessly connect your tools and execute tasks across multiple platforms. ARQA enables you to create workflows that operate across your entire tech stack, simplifying how your systems work together.
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Turn Workflows Into Scheduled Tasks
After creating your workflows, easily turn them into scheduled tasks that run automatically. Set your preferred timing and frequency, and let ARQA handle everything on autopilot.
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Execute Routine Tasks with Pre-Built Templates
Build workflows faster with pre-built templates designed for common advisor tasks. Just fill in a few details like client or account info, and your workflow is ready to run.
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AI Workflows Purpose-Built for Financial Processes
Built to meet the needs of modern financial professionals, ARQA’s AI workflows handle everything from simple tasks to complex processes.
Automate the busy work and free up your schedule.
Linked Workflows
Link multiple workflows to execute multi-step processes and streamline complex operations end-to-end.
Workflow Analytics
Track the performance of your workflows with real-time analytics and insights on success rates, usage over time and more.
Launch with Shortcuts
Use shortcuts to trigger workflows from anywhere in ARQA. Just select a template, fill in the required fields, and launch.
Pre-Launch Review
See the full workflow in action before launch: check the steps, test the flow, and approve when it’s good to go.
Your Data is Safe with ARQA
ARQA is built with security in mind. All data is processed and stored securely, compliant with industry standards for financial data protection.
Built to Work Across Your Entire Tech Stack
ARQA easily connects with the tools you already use, making it simple to automate workflows that run across different systems. No complicated technical setup is required.
Our Clients Say It Best
Still Have Questions About ARQA’s Workflows?
What kinds of workflows can I automate with ARQA?
Do I need to have some technical knowledge to build workflows?
Does ARQA integrate with my CRM, custodian, or wealth management platform?
How does ARQA ensure data security and privacy?
How much time can ARQA Workflows realistically save me?
Ready to Automate Your Workflows with AI?
Book your personalized demo today and experience how ARQA AI can elevate your advisory capabilities.
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