Arta ai for advisors
AI-powered workspace for more personal client service
Sidekick for advisors turns information into actionable insights for every client portfolio, freeing you to focus on the conversations that build trust and deepen relationships.
trusted by the world’s leading financial institutions
Built on Arta’s institutional-grade AI stack - proven in production with some of the largest private banks and financial institutions and technologists worldwide.
automate client prep without losing the personal touch
Whether it’s a scheduled meeting or a spontaneous check-in, you’re always ready.
Arta AI prepares personalized recaps, insights, and talking points tailored to each client, so your time is spent advising, not preparing.
always stay one step ahead
Whether markets move or portfolios change, you’re alerted to what matters. Arta AI surfaces timely insights and prompts outreach - so you'l reach out first, not react.
surface opportunities aligned to your firm’s offering
Whether clients are growing, reallocating, or exploring new ideas, relevant opportunities are surfaced in context. You don’t need more ideas. You need to know which ones matter for this client, right now, without digging or second-guessing.
every idea feels authentically yours, never generic AI.
Arta AI was built for wealth, not retrofitted for it.
Add your own product shelf, research, and house views - or simply upload screen grabs - so that every communication feels distinctly you.
see how your sidekick can work for you
choose your plan
Choose the subscription tier best suited to your investment needs
For advisors starting with Arta AI to save time and scale their expertise.
Multi-asset support for global stocks, bonds, ETFs, and major crypto holdings
Support for multiple clients with unified servicing, and unlimited portfolio creation
Team plan that supports up to 5 advisors with a shared Knowledge Base
Train your Sidekick on company or proprietary data
Bulk portfolio updates - coming soon
Priority support
For firms with more than one advisor looking to share a common knowledge base and automate and customize company-wide workflows.
Everything in the Advisor plan, and
Unlimited advisors and clients
Terms and Conditions Apply
Embed Arta AI in client-facing apps with full customization
Tailor Arta AI to your brand and investment philosophy
Integrate Arta AI with proprietary data and research and internal systems
Develop and access company-specific agents
Dedicated cloud instance customized to your enterprise’s protocols