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COSMOS FINTECHIntroducing Arki
Arki

AI-Powered
Family Office Operating System

Give your institution the complete family office service delivery capability — instantly. Client profiling, asset management, third-party resource coordination, team access control — all unified in one AI workspace.

Why Us

Experience makes AI get it right, Licensing makes results enforceable, Technology makes service scalable.— Without any one of the three, this simply cannot be done.

01
Experience

Nearly 30 Years of Family Office Expertise

Covering the full cycle of investment, compliance, governance, and succession. This expertise isn't slide-deck methodology — it's encoded into the system's standardized workflows and knowledge base, forming the foundation of every AI assistant's work.

02
Licensing

Licensed by Hong Kong SFC

Type 1/4/9 licensed corporation providing regulatory backing. Regulated services are legally handled by the licensed entity — the system assists without overstepping; results are delivered with accountability.

03
AI Technology

Built by Top Silicon Valley AI Team

Every AI assistant is deeply trained on real family office scenarios — not a generic LLM wrapper, but vertical AI that truly understands compliance screening, investment research, document drafting, and more. An always-on, tireless collaborator for your team.

Core Value

Three Core Problems Arki Solves for You

01Rapid Launch

From Zero to Delivery — Without Building from Scratch

No need to build a team from scratch, apply for licenses, or figure out processes. Arki encodes nearly 30 years of top family office expertise into standardized workflows — from client onboarding and KYC/AML compliance to asset allocation and compliance reporting, delivering end-to-end results.

Professional teams assist at critical junctures, enabling institutions without family office experience to deliver deep, compliant services quickly.

02Cost Reduction

Break Apart the Fixed Cost Structure

AI assistants replace repetitive manual work — compliance document screening, research report drafting, and admin document processing no longer require expensive full-time staff. A mature SaaS platform eliminates tens of millions in custom development and lengthy build cycles.

Professional services delivered on-demand, pay-as-you-go, replacing the fixed cost of maintaining headcount. Travel light and invest your budget where human judgment truly matters.

03Knowledge Assets

Client Knowledge That Grows Richer Over Time

Every client relationship, service record, and compliance document accumulates in your dedicated knowledge base, building ever-richer client profiles. Client insights don't scatter across personal notes and memories — they're structured and retained in your institution's system.

A unified platform for managing client asset panoramas and third-party service resources — everything at a glance. This asset grows richer with use and always belongs to your institution.

Who Does the Work

Arki's AI Assistant Teams
— They Do the Work, You Make the Calls

These three value propositions are delivered by a team of AI assistants orchestrated by Arki. Each team handles a category of professional work — they draft, screen, organize, and remind; decisions, signatures, and accountability always rest with you.

AI Compliance Team
Compliance
Responsible for

Client background checks and due diligence screening, compliance document review, risk alerts, regulatory filing drafts, cross-jurisdictional tax deadline reminders.

Who decidesCompliance officer reviews and signs off
AI Research Team
Research
Responsible for

Global market tracking, portfolio analysis and attribution, asset allocation modeling and rebalancing scenarios, investment whitepaper drafting.

Who decidesInvestment committee or licensed advisor
AI Operations Team
Operations
Responsible for

Administrative documents and complex report first drafts, client profile organization and needs analysis, third-party service matching and referral drafting.

Who decidesAssigned advisor confirms execution
AI Tutor
Academy
Responsible for

Market and regulatory policy updates compilation, family office knowledge base maintenance, team training content curation and learning path recommendations.

ValueSystematic support for practitioners' professional growth
AI Family Assistant
Family
Responsible for

Family governance document organization, decision tracking and execution reminders, family meeting minutes generation, confidential document archival.

ValueDay-to-day family collaboration and governance trail

They're all called "assistants" — the ceiling is written in the name: Assist, not decide.

Coverage

From client onboarding to asset allocation, from compliance screening to family governance — covering the full lifecycle of family office services and the growth journey of practitioners.

Compliance Engine
Research Center
Document Studio
FO Academy
CRM
Admin Console

Managing your own family's assets?

Explore Single Family Office solutions
Battle-Tested

Already Running in Real Business

Arki was first deployed at EIA Capital — a Hong Kong licensed family office with nearly 30 years of operations and over a billion in assets under management. The system runs continuously in real compliance review, investment research, and client service scenarios. Every module has been refined through actual business use.

~30 Years
Continuous Operations
1B+
Assets Under Management
SFC Licensed
Hong Kong SFC Type 1/4/9
EIA Capital team office scene
SFC CE No. BOK010
Arki isn't a system we sell — it's one we use every day.
— EIA Capital

Multiple financial institutions are currently in system testing.

Security & Trust

Secure, Compliant, Trustworthy

Data security, AI boundaries, and compliance posture — built into the foundation. So institutions can trust AI with real client data.

Single-Tenant Isolation

Each institution gets its own database, physically isolated, never shared with other tenants. Your data belongs only to you.

Private Deployment

Supports private cloud and on-premise deployment. Data stays within borders and never touches public models — so institutions can trust AI with real client data.

AI Has Boundaries

AI assistants screen, draft, organize, and remind — but don't make compliance rulings, give investment advice, or connect to trading markets. All regulated decisions are signed off by licensed professionals.

Regulatory Alignment

Aligned with PDPO (Hong Kong) and PDPA (Singapore) data protection requirements. Cross-border data transfer proactively intercepted. SOC 2 and ISO 27001 certification in progress.

Book a Demo — See How Arki Works in Your Business

We'll demonstrate system capabilities based on your institution type and business scenarios.

Book Demo