Arta Finance, a digital wealth management platform, has launched new features designed to help finance professionals manage their personal investments while meeting compliance requirements.
The update includes tools for accessing private market investments, streamlining reporting, and addressing regulatory obligations.
The platform’s new features are aimed at advisors, analysts, portfolio managers, and brokers who face challenges in managing their own investments while adhering to industry rules.
Discretionary accounts allow investment management without direct involvement, reducing potential conflicts of interest.
A custom index creator enables users to exclude restricted companies, while integration with reporting systems like BNY Pershing supports compliance tracking.
Arta’s update also expands access to private equity and venture capital, asset classes typically limited to high-net-worth investors due to high capital requirements.
The platform incorporates AI-driven tools to assist with investment decision-making and reporting.
Arta states that finance professionals now make up 15% of its U.S. membership and 11% of its global user base.
“Finance professionals understand the power of strategic investing better than anyone, yet many have been locked out of opportunities like private equity due to prohibitive minimums.
Arta changes that by providing direct access to institutional-grade investments with transparency, ease and lower minimums – all while providing built-in compliance tools to take the headache out of wealth building for finance professionals. With bonuses hitting bank accounts, it’s the perfect time for finance professionals to take control and make their money work harder.”
said Caesar Sengupta, CEO and Co-founder of Arta Finance.
Featured image credit: Edited from Freepik
