October 27, 2018

Press Releases

September 18, 2018

White Papers

June 24, 2016

Arcons Technology™ Launches clientPort Client Portal

~ Integrated client portal extends advisors’ portfolio management systems reporting capabilities for online, direct client access June 24, 2016. San Carlos, CA.Arcons Technology, an industry leading technology platform for financial advisors, announced today the launch of a new client portal, clientPort. Integrated with the industry’s leading portfolio management systems, clientPort provides a rich and secure user experience for clients of […]
April 5, 2016

Arcons Technology™ Now Integrates with Black Diamond

Innovative technology integration reduces data entry, streamlines the billing process and adds new business intelligence features April 5th, 2016. San Carlos, CA. Arcons Technology, an industry leading technology platform for financial advisors, announced today that its flagship billing platform, billPort is now integrated with SS&C Advent’s Black Diamond wealth platform for portfolio management, reporting, client communications and rebalancing. Using single sign-on […]
February 1, 2016

Arcons Technology Now Serves 100 Advisory Firms representing over $110 Billion

~ Innovative billing and reporting platform seeing strong momentum by automating critical and complicated back-office processes   February 1, 2016. San Carlos, CA. Arcons Technology, an industry leading technology platform for financial advisors, announced today that the company now serves 100 independent advisory firms, representing over $110 billion in assets. The company attributes the ability of their flagship product, BillPort […]
February 18, 2015

Customized Billing Solution Implemented for Investment Advisory Firm

SAN CARLOS, Calif., Feb. 18, 2015 /PRNewswire-iReach/ — Arcons Technology, Inc. recently completed a customized billing solution of its billPort software for another investment advisory firm with over a billion in assets under management.   Arcons’ billPort client billing software integrates with Advent Axys®, Advent APX®, Schwab PortfolioCenter®, Fidelity, TD Ameritrade®, Southwest Securities and other custodial platforms to save time and reduce errors. billPort automates the process […]