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ARQA is an AI-centric wealth management platform that transforms traditional practices. By leveraging advanced AI, it helps you uncover valuable insights from your data, enhances day-to-day operations and empowers faster, superior decision-making.
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Effortlessly analyze diverse client portfolios to uncover key insights. Enhance your advisory capabilities with a data-agnostic platform that adapts to any data source.
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Need to compare a client's portfolio performance year-over-year? Ask a question and get the data delivered in a format you need—be it a table, a pie chart or any other way.
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Turn financial documents into actionable data in realtime. Extract precise financial information, saving valuable time and resources without the need for implementation.
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Whether it’s investment statements like capital calls, distributions, and more, custodian statements, tax-related documents like K-1s, or any other financial document.
Product Description
About this Product
ARQA empowers financial professionals with AI-enabled applications for more efficient operations and data-driven decision-making.
- Turn any financial documents into actionable data in real-time
- Ask questions & get insights to make smarter decisions, faster
- Integrate with leading wealth management platforms & tools
About Altair Wealth Systems Holdings, LLC
ARQA is on a mission to empower high-net-worth individuals, family offices, investment advisors, and institutions by delivering swift and insightful access to extensive information within their portfolios. Our goal is to enhance their day-to-day operations, making tasks more efficient and impactful. At the forefront of the financial AI revolution, ARQA is dedicated to offering AI-enabled applications that empower financial professionals to make informed decisions. We drive success through advanced and intelligent capabilities, ensuring our clients thrive in the ever-evolving financial landscape.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.