Demo · fictional data
Choose your workspace.
Two editions of the same workspace, both on fictional accounts. Sign in with the account your invitation set up to open one. Not invited yet? Book a walkthrough.
ARCANE for 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
ARCANE for Advisors
The same workspace, arranged for one financial advisor.
- Prospects and partner relationships first
- Bond comparisons ready before the call
- Drafts that wait for your approval
Email, calendar and trading systems are not connected in the demo.