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

📢 Feature Update: Introducing Shortcuts in ARQA AI! Using our AI Chat Assistant got even easier and more intuitive with this handy Shortcuts feature. Now, you can ask questions much quicker and get instant insights with simple commands like: 💬 “How much #Stock does @Owner hold in ~Account?” ARQA AI seamlessly integrates with leading financial platforms like Addepar, Invent, Orion, and more to unlock the power of your data. Get real-time insights, visualize the results, experiment with financial scenarios, and more—all by simply asking questions. Ready to give ARQA AI a try? Visit our website to get started https://arqa.ai/ Try it out and let us know what you think. Your feedback helps us keep improving! ✨

The AI & Automation Summit was a great success! 🎉 We were excited to participate and show ARQA’s solutions in a live demo. 🚀 With ARQA AI, we demonstrated how you can easily analyze your portfolio data and get insights by simply asking questions. We also showed how Korscript can extract key data from your financial documents. Plus, attendees got an exclusive first look at Korscript's new feature for processing Custodian Statements (details coming soon!). Big thanks to Anand Sheth for organizing the event, Craig Iskowitz for moderating, and all the fellow speakers for showcasing their innovative tools. Together, we demonstrated the potential of AI to revolutionize advisor workflows. 🙌 👉 Watch ARQA’s demo: https://lnkd.in/dEVv2Wz6 Schedule a personalized demo to see how ARQA can boost your operations: https://lnkd.in/eU5uN2GT

🚀 The AI & Automation Summit is happening TODAY! Don't miss your last chance to register and learn from top industry leaders. 🔗 https://lnkd.in/e_vN-8kJ

Are you attending the AI & Automation Summit? If not, don't miss your chance! Join us on July 24th at 2 PM ET for a must-attend event for financial advisors.   This is a unique opportunity to hear from top industry leaders, moderated by Craig Iskowitz of Ezra Group, LLC. Anand Sheth - Founder & CEO of Pulse360 Haik Sahakyan - Co-founder & CEO of ARQA 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 Mehlhorn - VP, Corporate Marketing of Orion Discover how AI can transform your practice by helping you: ✅ Streamline operations and free up valuable time ✅ Enhance client interactions with personalized insights ✅ Stay ahead of the curve with the latest AI & Automation tools Don't miss out AI & Automation Summit—register now!  🔗 https://lnkd.in/e_vN-8kJ

Want to stay on top of the latest wealth management strategies and insights from industry experts? Podcasts are a fantastic way to learn on the go! Here are 3 more podcasts to add to your playlist: 🎙️ WealthTech Today Hosted by industry thought leader Craig Iskowitz, WealthTech Today offers weekly updates and discussions on the hottest FinTech trends impacting wealth management. Listen to this podcast to stay informed about the latest news, technology developments, and their implications for the future of the industry. 🎙️ RIA Edge Ever wonder how the top advisors grow their firms? Hosted by David Armstrong, RIA Edge features interviews with industry leaders who share their success secrets – from mergers and acquisitions to organic growth strategies and more. 🎙️ In the Money Want to understand how technology is shaping the future of wealth management? Hosted by Rusty Sommer, this podcast dives deep into the latest WealthTech trends. Hear from guest experts about how technology can help advisors make smarter investment decisions and capitalize on new opportunities. Stay tuned for part 3 of this series, where we'll share more great podcasts to add to your playlist! 👉 In the meantime, let us know: Do you have any favorite wealth management podcasts?

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! 👇