Wealthspire Advisors Adopt Arcons Technology’s billPort™ to Streamline Billing Across $179 Billion AUM

SAN CARLOS, Calif. — August 12, 2026 — Arcons Technology, a leading provider of customizable software solutions for financial advisors, today announced that Wealthspire Advisors have successfully adopted its premier client billing platform, billPort™. The strategic deployment unifies and automates revenue management across the firms' combined $179 billion in assets under management (AUM).

As prominent wealth management institutions continue to scale, managing complex fee structures across multiple legacy systems presents significant operational challenges. By implementing billPort™, Wealthspire will eliminate manual billing workflows, minimize error risks, and drastically accelerate quarterly invoicing cycles.

“Wealth management firms managing massive asset bases need billing infrastructure that is both bulletproof and flexible,” said Hemant More, CEO of Arcons Technology. “We are thrilled to support Wealthspire in modernizing their operational tech stack. Our billPort platform is uniquely engineered to handle complex tiering, households, and customized schedules seamlessly at this institutional scale”

“The implementation was a breeze and the Arcons team is quite easy to work with”, said Patrick Chase, who oversaw the Fiducient billPort rollout 5 years ago and collaborated with Umesh Murty, Program Manager – IT Programs & Integrations during Fiducient’s merger with Wealthspire.

The billPort™ solution delivers several key advantages for large-scale practices:

• – Automated Computations: Eliminates manual spreadsheets via powerful, rule-based fee calculation engine.
• – Composite Billing: Supports intricate household fee-splitting and multi-tier schedules flawlessly.
• – Direct Custodian File Generation: Automatically formats and outputs clean fee-deduction files for major custodians.
• – Audit-Ready Reporting: Generates comprehensive historical logs and transparent advisor payouts for regulatory compliance.

This onboarding underscores Arcons Technology's ongoing momentum in providing highly scalable SaaS infrastructure to elite, multi-billion-dollar registered investment advisors (RIAs) and institutional consultancies.

For more information about billPort™ or to schedule a platform demonstration, please visit www.arconstech.com or contact info@arconstech.com.

About Arcons Technology
Founded in 1998, Arcons Technology provides highly customizable solutions designed to address the unique operational needs of investment advisory firms. Its comprehensive suite of products includes billing (billPort™), client portals (clientPort™), trading/rebalancing (tradePort™), and reporting systems. Today, Arcons' technology supports advisory firms representing nearly a trillion in aggregate assets.

Media Contact
Jeevan Gosavi
(650) 533-3452
info@arconstech.com