billing, reporting, portal, trading, CRM, Onboarding and workflow solution

PRODUCTS

Portfolio Edge

Introducing our newest suite: Portfolio Edge – efficient and rich portfolio construction and rebalancing. Portfolio Edge provides complete coverage for front, middle and back office staff through an integrated platform. Using innovative and forward-looking technology stack from Microsoft, Portfolio Edge creates a blend of stock reporting with customization. Get real time results and dashboard-driven portfolio servicing to help you deliver for quarter end.

Our goal is to provide your firm balance between the ability to scale and still offer customization. Request a demo for a personalized product.

Free Trial

Billing & Revenue Sharing

Imagine calculating your client fees instantly with any number of complex fee schedules and scenarios. Create invoices, upload fees to custodians, create revenue sharing reports and export information to your accounting software all with a few button clicks. With billPort, your firm will eliminate manual data entry, spreadsheets and multiple applications typically used in the industry today for client billing.

Free Trial

Client & Advisor Portal

As your business expands and you attract more millennial clients, you can upgrade your performance reports to look more colorful, modern and professional.

Arcons provides products: tallyPort & clientPort, that can create report packages out of your data from Advent Axys, Advent APX, Schwab PortfolioCenter or custodial data and host on a customizable client portal. Your market commentary and other external PDFs can be combined with the packages as well.

Reporting

Reports are an integral part of the advisory industry. It is important to have a system that generates the right reports in the right format that your firm and your clients like to use.

Arcons’ reports module allows firms, their advisors and end clients to create customized reports to match their specific needs. We recognize that firms like to represent their reports with their own look and feel, branding, colors and content. Our customization team can provide you the report pages that appear just the way you want, be it a bar chart, a 3-D pie chart or a nicely designed and formatted tabular report.

Onboarding & Planning

Companies succeed as they add on more clients as their revenues increase and they get more word of mouth publicity.
It is in the company’s best interest to find new business opportunities. Arcons’ Onboarding & Planning tool simplifies the
onboarding process by creating automated workflows for your firm, be it viewing the specific needed information,
creating reports for monthly or quarterly reviews or checking the status of the workflows. Arcons enables advisors to
focus more on searching for business opportunities than managing the data they already have.

CRM

As more customers look for products and services that understand their needs and responsive to their situations, businesses find it necessary to personalize customer interactions to stay competitive. Arcons CRM is highly scalable and customizable, allowing businesses to gain actionable customer insights with a back- end analytical engine, view business opportunities with predictive analytics, streamline operations and personalize customer service based on the customer’s known history and prior interactions with your business.

Introducing our newest suite: Portfolio Edge – efficient and rich portfolio construction and rebalancing. Portfolio Edge provides complete coverage for front, middle and back office staff through an integrated platform. Using innovative and forward-looking technology stack from Microsoft, Portfolio Edge creates a blend of stock reporting with customizations. Get real time results and dashboard-driven portfolio servicing to help you deliver for quarter end.

Our goal is to provide your firm balance between the ability to scale and still offer customization. Request a demo for a personalized product.

Free Trial

Billing & Revenue Sharing

Free Trial

Client & Advisor Portal

As your business expands and you attract more millennial clients, you can upgrade your performance reports to look more colorful, modern and professional.

Rebalancing and OMS introduce preference-based sleeves to create truly custom models. It allows for the creation of trades at accounts and household levels with ease. Firms can automate the model assignments to accounts. Models can be defined at Asset Class, Sub Asset Class and individual security levels. The product’s event management functionality allows for scheduling recurring and one-time transactions. These might be cash withdrawal, DCA (Dollar Cost Average) or deposits.

Reports are an integral part of the advisory industry. It is important to have a system that generates the right reports in
the right format that your firm and your clients like to use.
Arcons’ reports module allows firms, their advisors and end clients to create customized reports to match their specific
needs. We recognize that firms like to represent their reports with their own look and feel, branding, colors and content.
Our customization team can provide you the report pages that appear just the way you want, be it a bar chart, a 3-D pie
chart or a nicely designed and formatted tabular report.

Arcons Technology

It’s no secret that the wealth management industry is changing rapidly, creating pressures on advisors’ business practices and operations. Now more than ever, advisors need operational efficiencies to replace manual, time-intensive and often error-prone processes through automation. Look to Arcons Technology to lead the way through our transformational technology that brings back-office efficiencies, profitability and a better client experience.

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OUR SERVICES

Data Transformation Services

We have the tools for you to transfer your data from one application to another.

Technology Consulting

A complete analysis and design to optimize your back and mid office technologies.

Custom Software Development

Our team will develop custom solutions to meet the specific needs of your organization.

How Arcons benefits your firm?

Improve Profitability

Dramatically lower costs for complex, time consuming back office process

Reclaim Lost Revenues

Ensure billing and reporting is accurate, track every revenue dollar

Return On Investment

Increase your business value. Save time, money and resources

Business Intelligence

Data analysis and forecasting provides idea for decision-making

What Our Customers Have To Say

We have been using Arcons’ billing solution ‘billPort’ since 2019. Moving to billPort helped us simplify and streamline our billing process, automating manual aspects and making our process auditable. Appleton’s next goal was to publish our reports to a web portal automatically. The biggest challenge in our scenario was the automatic splitting of thousands of individual PDFs and associating them to accounts and households. Arcons was quick to implement and demonstrate this important feature. We are glad that we adopted Arcons’ portal which resulted in a streamlined, automated process for report generation, notification, and approval. I highly recommend Arcons

Punit Shetty Vice President, Chief Technology Officer, Appleton Partners, Inc.
It's easy and simple tool, which can extract the data from the most complicated ADVENT Axys® flat files and convert them into a meaningful structured data instead of It's easy and simple tool, which can extract the data from the most complicated ADVENT Axys® flat files and convert them into a meaningful Structed data

Vijay Barot Business Engineer, Information Technology, CREDIT SUISSE
Arcons Technology's billPort software has been a real time saver for our staff. We can now run a billing process for thousands of accounts in minutes, export the fee file and, have our client accounts debited all in the same day. We are able to automatically divide fees between the firm, reps, solicitors, etc. billPort also creates reports that can easily be exported and emailed to our representatives. Our quarterly billing process can be done in literally a fraction of the time it used to take. The ability to customize the software to meet our needs was also a plus and the service is excellent when we have a need.

Mark Sorensen CEO, Royal Fund Management, LLC
We began using Arcons Technology 10 years ago, starting with their pricing tool keyPort. It is simple, affordable, easy to use, and exactly what we needed to make changes and update prices within Axys. tallyPort enabled us to package all of our quarter-end reports in a matter of a few hours. The packages come off the printer stapled, with different paper sources and in an order that has cut down on our processing time. Arcons worked with us to customize tallyPort for our specific needs until each process was smooth and error-free. We now have a high-level of confidence that our quarterly packages are correct. costTrak was instrumental in our quest to align all of our cost basis with our custodian’s. We use it weekly to maintain our cost basis as it allows us to push the correcting transactions to the trade blotter with ease.

Mary Beth Carozza VP - Client Relations, Azimuth Capital Management LLC
We use billPort software from Arcons Technology. Our previous billing process that consisted of multiple Excel worksheets was fine when there were a few hundred accounts but as our firm grew in advisors over the years to thousands of accounts, it became impossible to keep up with. It took days to calculate, process and reconcile the quarterly advisory fees. Hemant and his team customized billPort to our specific needs and now when quarterly fee time comes around, our fees are processed and reconciled with a touch of a button. If you are an RIA processing your fees manually like we were, you have to take a look at this product!

Kristi Brady First Financial Equity Corporation, Member FINRA, SIPC
Shapiro Capital chose to work with Arcons Technology, Inc. after their presentation at an Atlanta Advent Users Group meeting in 2008. Since then, we have used them for several Axys consulting and special customization projects. In 2011, we decided to implement their CRM product, starPort. After some fine tuning and tailoring to fit our specific needs, we are very pleased with its functionality and easily customizable interface. Their extensive knowledge of the investment business is a definite plus. Their consulting work was an extreme value as compared to other firms we have used. The Arcons team quickly understood the nuances of how our firm operates and was able to customize their existing CRM product for us. Arcons is certainly a viable alternative when considering an upgrade to much more expensive and expansive portfolio management systems. I would highly recommend Arcons Technology.

Angela Karwoski Director of Operations, Shapiro Capital Management
Center Bridge Group has been using Arcon’s aiPort alternative investment solution for the last year. Our aiPort database tracks over 70 portfolios invested in over 130 investments with plenty of room for future growth. aiPort integrates into Advent’s Axys software and our Sage general ledger software to produce timely reporting. Prior to implementing aiPort, reporting and tracking of alternative investments was a labor intensive procedure.

Patty SalfiAccountant, Center Bridge Group, Inc.

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