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.
Billing & Revenue Sharing
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.
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 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
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.
Rebalancing and OMS
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
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.
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