Arta has expanded its SaaS platform, Arta AI, making its wealth administration instruments obtainable globally for traders, advisors, and monetary establishments.

The platform, purpose-built with AI brokers for wealth administration, is now accessible at arta.ai.

Financial institution of Singapore and Hong Leong Financial institution have adopted the expertise, becoming a member of Ethivo Asset Administration (HK), Wio Make investments, and Revenue Insurance coverage’s subsidiary.

The Arta AI Sidekick gives every advisor with an AI agent that connects consumer portfolios, agency knowledge, analysis, and product intelligence to floor insights and streamline workflows.

It helps advisors make sooner selections, interact purchasers at scale, and give attention to higher-value advisory work.

“Monetary establishments of each stage, from established personal banks to digital-native wealth or investing platforms, are realising that AI can drive scale, engagement and rigor whereas sustaining the human connection that defines nice consumer service.

Arta AI is purpose-built for wealth and investing. It augments advisor experience, strengthens analytical rigor, and ensures transparency throughout all consumer interactions.”

mentioned Caesar Sengupta, CEO of Arta.

Financial institution of Singapore is deploying Arta AI to boost its choices for exterior asset managers and household workplaces.

The platform helps the financial institution’s Monetary Intermediaries, Household Workplace, and Wealth Advisory division, led by Leong Guan Lim.

Lim mentioned Arta AI enhances analysis capabilities, automates the quantitative work for every portfolio, and permits advisors to give attention to human-centric recommendation.

Hong Leong Financial institution’s collaboration with Arta AI is a part of its technique to develop its wealth enterprise via expertise partnerships.

The financial institution will use the platform to empower relationship managers to ship funding alternatives aligned with its product threat framework and benchmarked in opposition to its Chief Funding Workplace analysis.

“At HLB, our precedence is to empower our relationship managers with the precise insights to higher serve our purchasers. By connecting portfolio knowledge, CIO analysis, and product-level threat fashions, we purpose to make each advice extra constant, personalised, and aligned with our purchasers’ particular person threat appetites.

This initiative is an extension of HLB’s robust dedication to integrating AI throughout the organisation, being one of many earliest banks in Malaysia to empower all workers with AI instruments, and it instantly helps our efforts to leverage expertise and knowledge for a extra seamless, advisory-led wealth expertise.”

mentioned Jeffrey Yap, Managing Director and Regional Head of Wealth Administration.

Arta mentioned its platform integrates seamlessly into banking techniques, permitting white-label deployment and firm-specific coaching for model voice, compliance, and proprietary analysis.

It combines generative AI with vetted knowledge, real-time pricing, and CIO analysis to automate evaluation and reporting whereas enhancing consumer engagement.

The platform additionally gives instruments for advisors to run Monte Carlo simulations and stress checks, combine proprietary analysis, and strengthen consumer relationships at scale.

Featured picture: Edited by Fintech Information Singapore, primarily based on picture by user11877524 by way of Freepik