Arta has expanded its SaaS platform, Arta AI, making its wealth management tools available globally for investors, advisors, and financial institutions.

The platform, purpose-built with AI agents for wealth management, is now accessible at arta.ai.

Bank of Singapore and Hong Leong Bank have adopted the technology, joining Ethivo Asset Management (HK), Wio Invest, and Income Insurance’s subsidiary.

The Arta AI Sidekick provides each advisor with an AI agent that connects client portfolios, firm data, research, and product intelligence to surface insights and streamline workflows.

It helps advisors make faster decisions, engage clients at scale, and focus on higher-value advisory work.

“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 rigor while maintaining the human connection that defines great client service.

Arta AI is purpose-built for wealth and investing. It augments advisor expertise, strengthens analytical rigor, and ensures transparency across all client interactions.”

said Caesar Sengupta, CEO of Arta.

Bank of Singapore is deploying Arta AI to enhance its offerings for external asset managers and family offices.

The platform supports the bank’s Financial Intermediaries, Family Office, and Wealth Advisory division, led by Leong Guan Lim.

Lim said Arta AI enhances research capabilities, automates the quantitative work for each portfolio, and enables advisors to focus on human-centric advice.

Hong Leong Bank’s collaboration with Arta AI is part of its strategy to expand its wealth business through technology partnerships.

The bank will use the platform to empower relationship managers to deliver investment opportunities aligned with its product risk framework and benchmarked against its Chief Investment Office research.

“At HLB, our priority is to empower our relationship managers with the right insights to better serve our clients. By connecting portfolio data, CIO research, and product-level risk models, we aim to make every recommendation more consistent, personalised, and aligned with our clients’ individual risk appetites.

This initiative is an extension of HLB’s strong commitment to integrating AI across the organisation, being one of the earliest banks in Malaysia to empower all employees with AI tools, and it directly supports our efforts to leverage technology and data for a more seamless, advisory-led wealth experience.”

said Jeffrey Yap, Managing Director and Regional Head of Wealth Management.

Arta said its platform integrates seamlessly into banking systems, allowing white-label deployment and firm-specific training for brand voice, compliance, and proprietary research.

It combines generative AI with vetted data, real-time pricing, and CIO research to automate analysis and reporting while enhancing client engagement.

The platform also provides tools for advisors to run Monte Carlo simulations and stress tests, integrate proprietary research, and strengthen client relationships at scale.

Featured image: Edited by Fintech News Singapore, based on image by user11877524 via Freepik