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What is Arta?

Arta is a digital wealth management platform that brings together investment management, financial planning, tax optimisation, and estate planning tools in one place. It's designed for people with substantial assets who want a more integrated approach to managing their finances without necessarily working with a traditional wealth advisor. The platform lets you track multiple investment accounts, model different financial scenarios, and understand the tax implications of your decisions before you make them. Rather than juggling separate tools and spreadsheets, you get a unified view of your complete financial picture.

Key Features

Investment account aggregation

connect and monitor multiple investment accounts across different institutions from a single dashboard

Financial planning tools

model retirement scenarios, savings goals, and major financial decisions with built-in planning calculators

Tax analysis

review potential tax impacts of investment transactions and get suggestions for tax-efficient strategies

Estate planning guidance

access tools and resources to plan for wealth transfer and understand your estate planning options

Net worth tracking

monitor your total financial position across all connected accounts and assets

Pros & Cons

Advantages

  • Consolidates multiple financial functions rather than requiring separate subscriptions
  • Helps visualise the tax and financial planning consequences of investment decisions upfront
  • Available on a freemium basis, so you can explore core features without paying
  • Designed for people with complex financial situations who need more than basic budgeting tools

Limitations

  • Likely most valuable for users with significant investable assets; may be unnecessary for straightforward financial situations
  • Integrating with some older or less common financial institutions may have limitations

Use Cases

A high-net-worth individual wanting to see the tax impact of rebalancing their portfolio across multiple accounts

Someone planning retirement who wants to test different spending scenarios and see how they affect their long-term finances

A business owner wanting to understand the estate planning and tax implications of their various assets in one place

An investor managing accounts at multiple brokerages who wants a unified view instead of logging into each one separately