arta for institutions
The AI transformation partner built for wealth management
Institutions know they need to move on AI. The question is how. Arta brings AI infrastructure built on years of R&D investment in wealth management. Already in production, deployed alongside institutions like yours.
Trusted by leading institutions and industry partners
“We’ve seen tech redefine finance before. AI is taking wealth management to a whole new level, and Arta is leading the way.”
Ralph Hamers, ex-CEO UBS & ING
AWARDS
2026
Best Technology Partner to Private Banks
2026
Best AI Supplier to Private Banks
2025
World's Best AI Powered Wealth Manager
2024
Forbes Fintech 50
Awards were granted by independent third parties using their own selection methods, without any fee paid by Arta for consideration or selection. They are not indicative of future results, do not guarantee investment performance, and may not reflect any particular client's experience.
Every advisor, every conversation, starts informed.
Advisors get instant, cited answers on any portfolio - before a client call, after a market event, or mid-meeting - without switching systems or preparing in advance. Market developments surface in the context of each client's actual holdings, giving advisors a specific, timely reason to reach out. Investment ideas become client-ready recommendations the same day they surface.
Personalised advice for every client, not just the top tier.
Suitability-compliant investment planning delivered across every client segment, regardless of AUM. Product questions are answered accurately, consistently, and with a full audit trail. The advice and education boundary is enforced by design. Conversations are logged, replayable, and ready for compliance review.
Every investment opportunity, matched to the right client.
Arta connects clients to what's genuinely relevant - personalised by portfolio, suitability profile, and house view. New launches, emerging ideas, stock recommendations, and market-driven opportunities all reach the clients they were built for. Advisors immediately see which clients are relevant for a new opportunity, and why, turning distribution from broad outreach into targeted engagement.
A 200-client book, managed like a 20-client book.
Onboarding, suitability gathering, and form completion handled in the background - so advisors stay focused on the client in front of them. Portfolio events, market movements, life triggers, and periods of inactivity become prioritised signals, complete with a reason to reach out and a compliance-checked draft ready to send.
General-purpose AI manages risk through prompts. We don't.
No hallucinated numbers.
Every figure is retrieved from your data, cited with a source and as-of date. The system will not invent.
No suitability shortcuts.
Concentration limits, product restrictions, and accreditation requirements enforced dynamically - not warnings that can be dismissed.
No blind spots for compliance.
Every agent output logged, timestamped, and replayable. A full audit trail from day one.
No blurred advice lines
The boundary between explaining a product and recommending one is enforced by design, not instruction.
Wealth as a Service
Your customers want wealth products. We provide the infrastructure, product shelf, and AI-powered experience to deliver them - without building from scratch. Deploy via API or white-label our platform. We power the experience while you retain the client relationship.
In their own words - LG Lim on why Bank of Singapore chose to work with Arta.
Get in touch
Learn how we're helping institutions deploy AI that's engineered for environments where failure isn't an option
Get the latest market trends and investment insights