Digitize Your Business

Gain an Edge Through Technology.

As the industry evolves and becomes more competitive, advisors need technology solutions that can help them gain a critical edge. Leading advisors recognize the importance of embracing a digital support platform to enhance operating efficiencies, gain capacity, and accelerate growth.

Arkadios has partnered with award-winning financial technology providers to deliver critical solutions that will power your business, accelerate growth, and optimize your client experience, all through the click of a button. This includes digital account opening, portfolio management, performance reporting, and client experience.

As the gateway to the Arkadios ecosystem, embARK is the launching point for Arkadios’ wealth management and technology platform solutions. Through a single point of contact, embARK provides access to forms and applications, financial reporting, news and events, and technology platforms, including Wealthscape and Black Diamond.

Wealthscape is Fidelity’s next-generation advisor platform. Wealthscape provides advisors with access to all Fidelity tools: account opening, trading solutions, cashiering, reports and alerts, market data and research, modeling and re-balancing,
and risk management and compliance tools.

SMArtX is as much a technology platform as it is a true unified manager account solution. With SMArtX, advisors can take their fee-based advisory business to a whole new level. This intuitive platform gives advisors an easy way to build models with or without SMA strategies, all under one account structure.

eMoney delivers market-leading, best-in-class financial planning solutions. Its integrated digital platform helps advisors build comprehensive financial plans,
operate more efficiently, and scale business for growth.

The Docupace Platform is a suite of industry-leading digital tools designed to help complete your work faster, more securely, and with fewer errors. As an integrated cloud-based platform, Docupace enables advisors to digitally onboard new clients faster with less manual work, and fewer errors.

Black Diamond is a best-in-class total wealth management platform. Manage your clients’ complete wealth picture with powerful reporting, re-balancing, and more. Black Diamond also offers advisors in-depth business analytics to help drive efficiency, scale, and profitability. This platform is offered at a steep discount, providing you with one of the best technology systems on the market at an affordable cost.