Arcus
Bring investment accounts together with your broader financial plan.
Overview
Arcus is an investment platform for managed portfolios and pensions. The Finos integration adds each Arcus account to your long-term picture, so retirement saving sits in the same plan as this month's budget.
Key Capabilities
Long-term saving in the same plan.
Finos shows Arcus values as part of your net worth and your contributions as part of your savings rate.
Portfolio value
Each Arcus account's value, updated daily.
Pension contributions
Regular payments into Arcus counted toward your savings goals.
Savings rate
The share of income going to long-term saving, month by month.
Setup Instructions
Connect Arcus and choose how much detail you want in your daily view.
01 — Choose Arcus
Press Connect and sign in to Arcus.
02 — Select the accounts
Include portfolios and pensions as you prefer.
03 — Set the view
Values only, or values with monthly contributions.
Security & Privacy
Arcus provides encrypted, read-only access. Finos cannot change your investments or withdraw from a pension, and you can disconnect Arcus at any time.
Questions, answered clearly.
Your membership brings connected accounts, cards, budgets and goals into one workspace, with planning views, shared access controls and support included.
Yes! You can connect multiple bank accounts and payment cards in one place, making it easy to track transactions, monitor balances, and manage your finances.
Your financial data is protected with secure encryption, strict access controls, and industry-standard security practices to help keep your personal and financial information safe.
Yes! You can invite team members or trusted individuals to your workspace and manage their access permissions to ensure everyone can access only the information they need.
During the 14-day review, you can explore your financial activity, review connected accounts, and evaluate how well the platform meets your needs before making a final decision.
Absolutely! You can cancel your subscription, change your billing plan, or update your payment method at any time through your account settings.
Budgets and goals together
