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Arta announces expansion of Arta AI, aiming to empower every financial advisor and wealth manager with an AI Sidekick; onboards new institutional customers
Arta AI Sidekick gives every advisor a dedicated AI agent that connects client portfolios, firm data, research, and product intelligence to surface relevant portfolio information and streamline day-to-day workflows. It helps advisors make faster, more informed decisions and engage each client at scale, and frees up their time to spend on direct relationships and higher-value advisory services.
said .
Arta AI delivers institutional-grade analytics through an intuitive conversational interface. It combines generative AI with vetted data, real-time market pricing, and firm-specific CIO research to give advisors and clients the tools to automate analytical and reporting tasks and explore new ways to enhance client engagement. Advisors can instantly analyze portfolios, run Monte Carlo simulations or stress tests, integrate proprietary research, and communicate in multiple languages.
Arta AI integrates seamlessly into banks' and brokerages' ecosystems, enabling white-label deployment and firm-specific training for brand voice, compliance, and proprietary research. Advisors can aggregate holdings across asset classes, automate reports, and refine their proactive outreach — turning every client touchpoint into an opportunity to grow and deepen the relationship.
Among its clients, — a wholly owned private banking subsidiary of , Southeast Asia's second-largest financial services group — is deploying Arta AI to enhance its offering for external asset managers (EAMs) and family offices.
, who is the Bank of Singapore , oversees one of the bank's fastest-growing segments. The FFWA desk supports EAMs and family offices with institutional-grade investment products and technology solutions.
LG Lim explained that while Singapore has long been a hub for ultra-high-net-worth families, many EAMs and family offices still face challenges in leveraging technology that keeps pace with global markets. By deploying Arta AI, Bank of Singapore is helping EAM clients personalize portfolio management, automate deep investment research, and efficiently deliver proposals and market intelligence.
He said,
For (HLB), the collaboration with Arta AI is a key component of the bank's strategic vision for growing its wealth business through forming value-adding alliances. HLB will leverage Arta AI to empower its relationship managers, enabling them to deliver tailored investment opportunities aligned with HLB's product risk framework and benchmarked against the bank's CIO research and model portfolios.
said
is an AI-driven wealth and financial technology company headquartered in the United States and Singapore . The company is redefining how institutions deliver wealth management by providing AI driven agents and user interfaces that modernize investing experiences and deepen client relationships.
Through its regulated Arta Wealth business and enterprise SaaS platform, , the company combines advanced artificial intelligence with human financial expertise and world-class experience design to enable smarter investment decisions, scalable personalization, and measurable business outcomes.
Arta's enterprise wealth infrastructure allows banks, private banks, and financial institutions to launch modern investing platforms in a matter of months. Its Wealth-as-a-Service platform, built on a multi-custodian architecture, offers seamless API and white-label integration options. Designed with explainability, security, and compliance at its core, Arta's AI infrastructure enhances advisor insights, product expertise, and relationship management — bringing the service quality of private banking to digital scale.
The company is backed by leading global investors, including , as well as more than 140 prominent leaders in technology and finance such as , , , , and .
For more information, visit .
View original content:https://www.prnewswire.co.uk/news-releases/arta-announces-expansion-of-arta-ai-aiming-to-empower-every-financial-advisor-and-wealth-manager-with-an-ai-sidekick-onboards-new-institutional-customers-302605822.html