One dashboard for every tool
Try attribution, exposure and workbook tools in one demo. A pilot would connect approved tools behind your firm’s sign-in.
ARCANE Advisors · Prototype · Fictional data
The agentic workspace for financial advisors.
Bring workbook tools, research and requests into one workspace. Try the prototype with fictional data, then explore a pilot around your team’s actual work.
A
Demo workspaceSimulated activity
An illustrative day in the workspaceSample data
3Client requests open
6m 40sMedian first reply today
2 of 4Demo jobs completed
Harlow householdMuni ladder question before the FedAnswered by Alpha in 6s04:12
D. OkaforRaise $250K for a closingEscalated to PM (sale)09:40
Rebalance drift checkRan 8:02, 3 households flaggedDone8:02
An advisor’s day runs across a dozen systems. The work between them is still done by hand.
Firm platforms bring a great deal together. Beneath them sits a daily layer of spreadsheets, handoffs and promises that runs on people’s time. That layer is what ARCANE takes on.
Product
What the pilot would bring together.
The demo includes browser calculations. Connected workflows and automation still need implementation.
A plan for recurring jobs
Browser workbook transforms work today. Scheduling and reconciliation against your existing outputs are pilot work. Example cadences:
- Cash and margin sweep
- Weekdays 7:30
- Rebalance drift check
- Mondays 8:00
- Performance pack
- 1st business day
- RMD and beneficiary review
- Quarterly
Alpha, across all of it
Explore the Alpha interface. Connecting hosted chat to every tool is still in development.
Run the quarterly attribution for the Harlow household.
attribution.run(cycle="quarterly")Example output: attribution reconciled, with draft commentary for your review.
Less waiting on routine requests
The goal is a sourced answer with a clear handoff when a person is needed. Response times and time saved have not been measured in a firm pilot.
00:08Illustrative response target, not a measured result
Security
A firm-controlled pilot.
Hosting, identity, model access and data boundaries must be agreed and verified with the firm before using client data. This hosted demo is not a firm deployment.
- 01
Your cloud
Proposed deployment in a firm-approved environment, after technical review.
- 02
Your sign-in
Firm SSO and role permissions to be integrated and tested. The demo uses an access code.
- 03
Your models
Pilot model endpoints require the firm’s approval. The hosted demo uses ARCANE’s services.
- 04
Your record
An auditable record of actions is a pilot requirement. Email, calendar and trading systems are not connected in the demo.
Pilot plan · Not deployed at a firm
For wealth management teams
One platform for the whole advisor team.
A proposed path from the demo to connected tools, scheduled jobs and an Alpha interface in an approved firm environment.
Explore the pilot plan- Workstreams, ordered by dependency
- 7
- Proposed shared workspace
- 1
- Fictional accounts and workflows
- Demo
- ARCANEInvestigative research by Alpha, every claim sourcedLive
- Private research workspacesEncrypted team workspaces with a record of every accessIn development
Editions
Planned for teams and individual advisors.
Advisor teams
A shared workspace for advisors, CSAs and portfolio managers.
- One service queue with a response-time promise
- Scheduled jobs across the team’s workbooks
- Clear roles for who drafts, who approves and who trades
- Reporting on response times and hours returned
Individual advisors
The same agent, scoped to one book and one person.
- Ask about any household in plain language
- Proposals and meeting-ready comparisons
- Personal automations for recurring prep
- Drafts that wait for your approval
Built first for financial advisors. The engine underneath, Alpha, is built to serve other financial professionals next.
Sample activity from the demo
- 7:31Cash and margin sweepNo exceptions
- 8:02Rebalance drift check3 households flagged, tickets opened
- 9:14Client requestsHarlow household answered in 6s, document attached
- 10:40Quarterly reviewsChen Q3 deck drafted for review
- 1stAttribution reviewQuarterly pack built and filed
Walkthrough
Book a walkthrough.
Tell us about the work your team runs by hand. We’ll show you what it looks like in one workspace.
Already have an early access code?
Enter it to open the working demo. Every partner, flow and account inside it is fictional; public research and data show their source dates. Use sample or sanitized workbooks only. Email handoffs, calendar actions and firm connections are simulated.