WEALTH AGENTS
AI that scales your firm’s expertise across every advisor and client
Wealth Agents turn your research, product guidance, and portfolio data into personalized, client-ready insights, enabling consistent, high-quality advice at scale and in your firm’s voice.
intelligence that
builds trust
Turn CIO research, product guidance, and market views into clear, consistent client-ready updates. Advisors no longer need to translate or re-format materials.
Arta AI Wealth Agents ensure every client conversation reflects your firm’s philosophy and perspective.
knowledge to
drive growth
Surface relevant products, strategies, and education tied to each client’s portfolio in real time, automatically.
No more digging through research decks or product lists. Keep clients engaged between meetings and spot opportunities sooner, when they matter most.
automate the routine, preserve the personal
Wealth Agents take care of repeatable work such as portfolio recaps, performance summaries, and day-to-day enquiries, using your firm’s language and standards.
The result: faster follow-ups, stronger client confidence, and time back to focus on judgment, not admin.
AI that speaks your firm’s language
Wealth Agents learn from your CIO views, product guidance, research, and communication style, so every insight is delivered in your firm’s voice and aligned to your standards.
They interpret portfolios and market shifts the way your investment teams do - ensuring consistency across every advisor and client interaction.
bespoke intelligence for leading institutions
From private banks to digital-first platforms, Arta AI builds wealth agents purpose-built for your advisory workflows.
Scale your differentiated approach or introduce new capabilities that deepen client service. Wealth Agents accelerate research, preparation, and ongoing engagement.
let’s shape the next era of wealth together
The world’s leading institutions are transforming how wealth is built, managed, and experienced.
Whether you’re enhancing existing capabilities or building new ones, we’ll help you move fast - with intelligence built for wealth.
