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.

portfolio
Billing_&_Revenue_Sharing

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.

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.

clientPort_new
tallyPort_new

Trading & Rebalancing

Trading and rebalancing 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.

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.

crm
report_blue

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.

onboard
other

Other Customizations

In addition to above products, Arcons specializes in creating custom products to meet firm specific needs. The custom products are designed to help firms and their advisors expedite their day to day process and eliminate the manual process. Customized product list include wide range such as handling the alternate investments, managing the prices, updating the transaction information, etc.

Portfolio Edge

portfolio

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.

Billing & Revenue Sharing

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.

Client & Advisor Portal

clientPort_new

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.

Trading & Rebalancing

tallyPort_new

Trading and rebalancing 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.

CRM

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.

Reporting

report_blue

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

onboard

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.

Other Customizations

other

In addition to above products, Arcons specializes in creating custom products to meet firm specific needs. The custom products are designed to help firms and their advisors expedite their day to day process and eliminate the manual process. Customized product list include wide range such as handling the alternate investments, managing the prices, updating the transaction information, etc.

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.

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