Event hosted by Ed Chiang

past event

Can AI be your private banker?

Nov 22, 2024, Fri | 7:30am UTC

Register now

past event

Can AI be your private banker?

Nov 22, 2024, Fri | 7:30am UTC

About this session

Hosted by Arta Co-Founder Ed Chaing, this session dives into how Arta’s AI Copilot transforms the way you manage your wealth.

Whether you're exploring investment themes, analyzing stocks and ETFs, or tracking portfolio performance, Arta’s AI Copilot functions as your personal virtual investment team - delivering fast, data-driven insights tailored to your financial goals, all seamlessly from the cloud.

Unlike generic AI tools, Arta’s AI Copilot combines the unique strengths of different AI methodologies and models - including fine-tuned open-source LLMs, proprietary ML models, and high-quality public and proprietary data to deliver specific outcomes. Put simply, complex tasks are broken down with accuracy and explainability as priorities, deploying the right models to do what they do best.

Through this, Members gain access to a hyper-personalized experience akin to a private bank - fully digital and always in your control. Get the insights you need in minutes, not days.

Who Should Attend: Accredited investors seeking AI-driven wealth management tools and a more efficient and cost-effective way to manage and grow their wealth.

You’ll also have the chance to ask the Arta team your questions.

By proceeding, you confirm that you are an accredited investor and consent to Arta’s marketing disclosures.

SPEAKER

  • Ed Chiang

    Ed Chiang

    Co-Founder at Arta

DISCLOSURE: The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

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WEALTH PLATFORM

Overview

Private Investments

Public Markets

Cash Management

Structured Investments

Family Office Services

Direct Indexing

Wealthgen Insurance

Pricing

WHO IT'S FOR

Member Stories

PARTNER

Overview

Get In Touch

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Important Disclosure Information

Arta Finance Wealth Management LLC ("Arta") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Arta’s affiliates include Arta Finance Insurance LLC which offers insurance brokering services, Arta Finance Club which offers tax and estate planning educational services, and Arta Wealth Management Pte. Ltd. which is regulated by the Monetary Authority of Singapore (“MAS”) and provides licensed investment products and services in Singapore. Clearing and custody of all securities are provided by Pershing LLC. For additional legal and privacy related information related to Arta Finance, please visit https://artafinance.com/legal-privacy-terms. For additional disclosures related to Arta Finance, please visit https://artafinance.com/disclosures.

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The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Arta Finance. Testimonials and Endorsements were provided at the request of Arta Finance. Arta Finance is not affiliated with and does not purport to own or control any third-party content linked herein.

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