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.