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 of billing by calculating complex fees, creating invoices, generating reports and business analytics for a diverse clientele with many different billing structures. Advisor/broker payouts can be computed based on flexible rule specification. Integrated to accurately handle every step between your client data and your accounting software, billPort takes the pain out of billing and receivables processing. Sophisticated forecasting tools and reports allow management to utilize billPort in their decision making.
“We chose billPort so we could customize it for our complex billing rules. Its ability to generate all our invoices at once, use related household functionality, submit invoices to custodians with ease, handle UMAs, upload Advent Axys® via trade blotter, and to create valuable error checking reports greatly increases our productivity,” said Mary Beth Carozza, Vice President of Client Services at Azimuth Capital Management. “The focus of Arcons on our specific issues and their desire to make our billing process as seamless as possible has resulted in a product that will meet our needs as we continue to grow. Our billing process is simplified and our workload is reduced immensely with billPort.”
About Arcons Technology
Arcons Technology, Inc. was founded in 1998 and provides tools and technology platforms to manage traditional and alternative investments. Our products and services are specifically designed to meet our clients’ needs in the domains of billing, asset accounting, complex reporting, performance management, rebalancing, custodial downloads and operations optimization.
About Azimuth Capital Management
Azimuth Capital Management, LLC is a registered investment advisory firm located in Bloomfield Hills, Michigan. Azimuth was founded as an independent firm dedicated exclusively to serving clients to establish and achieve their financial goals.