ARQA

Spending too much time on manual data entry? Discover Korscript and transform your workflow! 📊🚀 Korscript leverages AI to instantly transform any financial documents into actionable data – all in real-time. Whether it’s investment statements like capital calls, distributions, and more, or tax-related documents like K-1s, Korscript handles them all. Simply review the results and upload your data into your wealth management platform. This means: ✅ No more manual data entry—just more time and resources for strategic work ✅ Instant access to accurate data for better and faster decision-making ✅ More efficient processes and workflows, regardless of data source Watch the demo and see Korscript in action! 👇 #WealthManagement #WealthTech #AI

Join us for the AI & Automation Summit for Financial Advisors! Our CEO, Haik Sahakyan, will be speaking at the event, showcasing how @ARQA can transform your financial advisory practice. He'll be joined by other fintech experts Anand Sheth, Robert J. Sofia, Josh Smith, Ian Finnerty, CFP®, CIMA®, Rylan Folts and David Mehlhorn. The event will be moderated by Craig Iskowitz of Ezra Group, LLC. Whether you're looking to streamline your operations, enhance client interactions, or stay ahead of industry trends, this summit is a must-attend. 📅 Date: July 24th  🕒 Time: 2 PM ET  🔗 Register now: https://lnkd.in/e_vN-8kJ Don't miss this chance to learn the latest techniques and technologies to improve your financial advisory practice. Pulse360 VRGL Snappy Kraken Orion FP Alpha WealthFeed

Did you know ARQA has a monthly newsletter? 📬 Our newsletter is your go-to source for the latest news, product updates, and exclusive insights from ARQA. The next issue is coming out next week, packed with exciting updates! 📅 📩 Subscribe now and be the first to learn about our latest features and innovations: https://lnkd.in/dWC_p8jj

Did you know ARQA has a monthly newsletter? 📬 Our newsletter is your go-to source for the latest news, product updates, and exclusive insights from ARQA. The next issue is coming out next week, packed with exciting updates! 📅 📩 Subscribe now and be the first to learn about our latest features and innovations: https://lnkd.in/dWC_p8jj

Ever feel overwhelmed by the amount of data you need to analyze? Meet ARQA AI—your financial AI assistant, ready to analyze data and deliver insights at your command. Simply ask questions and get the answers you need to make smarter decisions. 🚀 Here's what you can do with ARQA AI: • Analyze complex data across various client portfolios • Get real-time answers to make informed decisions, faster • Generate charts, tables, and other visualizations • Integrate with your platforms and multiple data sources • Experiment with various financial scenarios Watch the demo video and see ARQA AI in action! 👇

Ever feel overwhelmed by the amount of data you need to analyze? Meet ARQA AI—your financial AI assistant, ready to analyze data and deliver insights at your command. Simply ask questions and get the answers you need to make smarter decisions. 🚀 Here's what you can do with ARQA AI: • Analyze complex data across various client portfolios • Get real-time answers to make informed decisions, faster • Generate charts, tables, and other visualizations • Integrate with your platforms and multiple data sources • Experiment with various financial scenarios Watch the demo video and see ARQA AI in action! 👇

Excited to share that our CEO, Haik Sahakyan, will be speaking at the upcoming AI & Automation Summit for Financial Advisors! Presented by Craig Iskowitz of Ezra Group, LLC, the event will feature industry’s leaders: • Anand Sheth, CEO of Pulse360 • Ian Finnerty, CFP®, CIMA®, Director, Advisor Sales of FP Alpha • Robert J. Sofia, CEO of Snappy Kraken • Josh Smith, Co-founder & CEO of VRGL • Rylan Folts, Co-Founder & Head of Sales of WealthFeed • David Melhorn, VP, Corporate Marketing of Orion 📅 When: July 24 at 2pm ET / 11am PT ➡️ Register here: https://lnkd.in/e_vN-8kJ Don't miss out the chance to learn about the latest advancements in AI for financial advisors!

What's the secret of top-performing financial advisors? (Hint: it’s not crunching more numbers!) It's how they spend their time. ⏳ The leading advisors dedicate 10% more time to client meetings according to a study by Michael Kitces. That may not sound like a lot, but it translates to roughly 4 hours per week—or 200 additional client meetings per year! Imagine having 200 more opportunities to connect and build relationships with your clients. So, how do you free up all this extra time? By making your middle and back-office operations more efficient. 🚀 As an advisor, you may often find yourself bogged down by admin and operational tasks. These can include data entry, report generation, and more. Essential tasks, yes, but they steal valuable time you could be spending with clients. 💡 Here's the good news: AI is here to help! AI can automate many of those time-consuming middle- and back-office tasks, freeing up your valuable hours. By taking these burdens off your plate, AI empowers you to tackle high-value activities that drive growth for you and success for your clients. 🤝📈 Do you currently use AI in your practice? We’d love to hear about your experience in the comments! 👇

We're excited to see ARQA featured on Morningstar and share our recognition as a Finalist in the WealthManagement.com Awards!

ARQA is now featured in the Solution Provider Directory on The Wealth Mosaic, the leading digital marketplace for wealth management.