Arta empowers finance professionals with compliance-friendly features, private market access and seamless reporting, to make personal wealth management effortless.
Arta Finance, a digital wealth platform transforming the way people grow, protect, and enjoy their wealth, has launched tailored features for finance professionals to manage their personal investments.
Singapore finance professionals – including advisors, analysts, portfolio managers and brokers – face unique challenges in managing their personal investments, from strict compliance requirements to avoiding conflicts of interest.
Arta addresses these challenges with tailored features that seamlessly align with their professional requirements.
Discretionary accounts ensure investment decisions are managed on behalf of Arta members, maintaining compliance by limiting direct involvement.
Additionally, the platform’s custom index creator enables easy exclusion of restricted companies, while seamless reporting integration with systems like BNY Pershing streamlines compliance tracking.
With these features, Arta enables finance professionals to manage their personal wealth with the same sophistication they bring to high-net-worth clients and institutions.
From institutional to personal
Finance professionals understand the importance of diversification, yet access to private market investments like private equity and venture capital has long been restricted by high capital requirements. Arta is changing that by making these high-growth opportunities more accessible, empowering professionals to expand beyond traditional investments. By bridging the gap between aspiration and action, Arta provides the tools needed to build more diversified and sophisticated portfolios.
“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,” said Caesar Sengupta, CEO and co-founder of Arta Finance.
“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.”
Professionals in this field know effective ways to build wealth. Arta provides the access, tools and opportunities to put that knowledge into action with the following:
- Broader Access to Private Markets: Invest in institutional-grade opportunities with lower minimums aligning your portfolio with the sophistication of your clients’.
- Lower Fees, Greater Control: Avoid costly wealth advisor fees with Arta’s transparent, lower-cost pricing that puts you in charge of your investments.
- AI-Enhanced Decision Making: Leverage advanced AI tools for smarter, faster investment decisions that help save time and boost performance.
- Compliance Made Easy: Features like discretionary accounts, custom exclusions, and seamless reporting integration ensure you stay compliant and avoid conflicts of interest.
- Modern User Experience: Navigate, assess, and manage investments on a sleek, intuitive platform designed to meet professional-grade standards
Testimonial and experience
“I was looking for a way to invest in high-quality funds that I wouldn’t otherwise have access to. Arta stood out because of its unique offerings–a more cost-effective and direct way to invest in alternatives,” said Arta member and investment professional, Nick Galigher.
“As someone who works in private credit and private equity, I evaluate funds and pay close attention to management, incentive, and advisor fees. Having a streamlined way to invest in high-quality GPs and new fund offerings is valuable. If you’re an accredited investor looking to diversify beyond traditional stocks and bonds, Arta is a great platform. It’s easy to use and gives you access to private market opportunities that are typically hard to reach.”
Finance professionals are turning to Arta to make their money work harder. Comprising more than 10% of its growing Singapore membership, these professionals benefit from Arta’s AI-driven, cost-effective solutions that simplify investment optimization. As the industry embraces the AI era, Arta’s digital-first approach delivers the seamless, convenient experience today’s professionals expect in every aspect of their lives.
Finance professionals interested in learning more about how Arta can support them in growing, managing and enjoying personal wealth can visit: https://artafinance.com/
The client experience shared in the testimonial above may not reflect those of all clients and does not guarantee future results. No compensation was paid for any statements related to Arta. See important disclosures here.
