Arta Finance

User completes accreditation verification on the Arta platform.

User browses the curated marketplace of alternative funds, reviewing fund thesis, historical performance, and lock-up terms.

User commits capital via a seamless digital subscription agreement.

Arta manages capital calls, distributions, and generates K-1 tax forms automatically.

User navigates to the 'Liquidity' tab on their Arta dashboard.

System calculates available line of credit based on the real-time value of their collateralized assets.

User requests a specific drawdown amount.

Funds are transferred via wire/ACH to the user's external bank account within 1-2 business days.

User selects the AI-Managed Portfolio (AMP) product.

User inputs their target risk profile and investment horizon.

User transfers cash into the strategy via connected bank account.

Arta's AI models automatically deploy the capital, continuously rebalancing the portfolio based on market signals.

User explores available Structured Products on the platform.

User selects a 'Principal Protected Note' linked to an index like the S&P 500.

User commits funds for the specified term (e.g., 12 or 24 months).

At maturity, the user receives their principal back plus any generated yield based on the note's parameters.

User links external brokerage and bank accounts via Plaid integration.

Arta aggregates the data to provide a holistic view of net worth and asset allocation.

The platform analyzes the external holdings and suggests optimizations for risk, fees, and tax efficiency.

User executes recommended transfers or strategy adjustments directly through the unified dashboard.