Wealth management, better.
AI agents for wealth advisors.
In pilot with leading wealth managers.
Works with What You've Got
Salesforce. Outlook. Google Workspace. Notion. Slack. Your tools, enhanced with AI agents. no rip-and-replace, no training your team on new software.
25%
Time saved per advisor
Sovereign
Hosting, DORA-ready
"Advisors who are not fluent in working alongside AI agents will find themselves at a growing disadvantage."
BCG, AI and the New Economics of Wealth Management, 2026
25–30%
Capacity unlock potential
+15–20%
Revenue per advisor
10–25%
Conversion rate lift
Where AI Frees Up the Most Time
AI capacity unlock by task, across the wealth management value chain.
Portfolio Management
25–40%
Investment Research
25–40%
Source: BCG, AI and the New Economics of Wealth Management, 2026. Industry-wide estimates, not Arpent-specific measurements.
See Arpent in Action
Daily Command Center: your agenda and pipeline, at a glance.
Ask the Engineer
Answered instantly, with the full client file as context.
Client File
The structuring note, ready before the meeting.
Meetings to Notes
One click turns a call into a note.
Client Pipeline
Every dossier, every deadline, in one view.
Proof It Works
Usage and time saved, tracked automatically.
Built on Your Existing Tech. Made for Europe.
No Rip-and-Replace.
Plugs into your CRM, your systems, your workflow. No migration needed.
French & EU Law, Built In.
CGI, BOFiP, Code civil. Not generic AI.
Sovereign by Design.
Hosted for DORA and the AI Act.
In Pilot Across Europe.
In pilot with private banks in France, the UK, and Switzerland.
See Arpent for yourself.
Pick a time that works for you. No forms, no back-and-forth.