Technology Digital Digest: Arta Finance Expands Its AI Platform for Wealth Teams
Arta Finance has opened access to its software-as-a-service platform, Arta AI, to all investors, wealth managers, and advisors. The "AI Sidekick" is now being rolled out across a growing network of firms, with Bank of Singapore, Hong Leong Bank, and Ethivo Asset Management (HK) joining existing clients Wio Invest (operated by Wio Securities) and Income Advisory Financial Advisers (a wholly owned subsidiary of Income Insurance Limited).
Arta AI Sidekick gives advisors a dedicated AI agent that connects client portfolios, firm data, research, and product intelligence-centralizing context so teams can act faster and with more confidence.
"Financial institutions of every stage, from established private banks to digital-native wealth or investing platforms, are realising that AI can drive scale, engagement and rigour while maintaining the human connection that defines great client service," said Caesar Sengupta, CEO of Arta. "Arta AI is purpose-built for wealth and investing. It augments advisor expertise, strengthens analytical rigour, and ensures transparency across all client interactions."
Why this matters for finance leaders
- Faster prep, better conversations: Pulls portfolio context, product notes, and research into a single view so advisors can prep meetings in minutes-not hours.
- Consistent analysis: Standardizes diagnostics and recommendations across teams, reducing variance while keeping advisor judgment in the loop.
- Transparency at scale: Built-in traceability helps align advice with policies, disclosures, and audit expectations.
What the AI Sidekick can do today
- Surface client-specific insights across holdings, exposures, fees, and performance drivers.
- Draft meeting notes, follow-ups, and product summaries with citations to firm materials.
- Run scenario checks across portfolios, with clear assumptions and data sources.
- Flag suitability or concentration issues based on your firm's rules and product lists.
Who's using it
- New: Bank of Singapore; Hong Leong Bank; Ethivo Asset Management (HK), formerly UCAP HK AM.
- Existing: Wio Invest (operated by Wio Securities); Income Advisory Financial Advisers (Income Insurance Limited subsidiary).
How to pilot this in your organization
- Pick one frontline workflow: Client review prep or product due diligence are high-impact, low-friction starting points.
- Map the data: Define which portfolios, research notes, product catalogs, and risk rules the AI can read. Keep access scoped.
- Set guardrails: Require citations, disable free-text product creation, and log every assistant response for audit.
- Train the team: Short live sessions plus quick-reference prompts get adoption up and mistakes down.
- Measure outcomes: Track time saved per review, client response time, NPS, and error rates. Expand only after hitting targets.
Risk, compliance, and controls
- Data privacy: Confirm data residency, encryption, and vendor subprocessor lists. Limit PII where possible.
- Model behavior: Enforce citations, disallow unsupported claims, and route complex cases to human review.
- Records and disclosures: Archive prompts and outputs. Align outputs with existing client communication policies.
- Change management: Version prompts, rules, and product lists. Re-test after any policy or model update.
Backers and signal
Arta is backed by Peak XV, Ribbit Capital, Coatue, and EDBI, plus more than 140 industry leaders including Ralph Hamers (former CEO of UBS and ING), Piyush Gupta (former CEO of DBS), Eric Schmidt (former CEO of Google), Michael Miebach (CEO of Mastercard) and Lip Bu Tan (CEO of Intel). For buyers, this signals resources for ongoing product development and enterprise-grade support.
Bottom line
If you lead advisory, product, or COO functions, the practical move is a narrow pilot that proves time savings and consistency without increasing risk. Start with one workflow, wire in your data and rules, set hard guardrails, and measure. Then scale.
Related resources
- CFA Institute: AI and Big Data in Investments
- AI tools for finance: curated picks and workflows (Complete AI Training)
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