Arta Finance launches Arta AI: private wealth guided by AI.

Arta Finance (“Arta”), a digital wealth platform transforming the way people grow, protect, and enjoy their wealth, has announced the launch of tailored features and use cases for finance professionals to manage their personal investments. 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.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 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.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

Chan joined Arta Finance as a founding member more than two years ago.