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 […]

Arcons’ tradePort trading and rebalancing solution helps firms send trades/allocations to FIX San Carlos, CA, May 2, 2025 /PRNewswire/ – Arcons Technology, Inc.® announced integration with FIX protocol on their trading platform tradePort. Arcons’ trading and rebalancing solution “tradePort” offers its users a seamless way to create trades based on either their flexible allocation models, one off trades or specific […]

A leading 20 billion AUM wealth manager adopts billPort, eliminates errors and embraces growth. San Carlos, CA., March 31 /PRNewswire/ — Arcons Technology, Inc. announced onboarding a wealth management firm with offices in multiple locations, including in Georgia and Indiana, on their billing product named ‘billPort’. The firm managing over 11,000 accounts on their books totaling about $20 billion in […]

Advisory Firms using Apex Fintech Solutions can experience seamless integration with Arcons’ trading & billing. San Carlos, CA, November 11, 2024 /PRNewswire/ – Arcons Technology, Inc.® today announced their newest integration with Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem. Firms utilizing Apex’s custodial services can use feature rich and user-friendly solutions offered by Arcons […]

One Capital Management adopts Arcons’ billPort & tradePort Arcons solution helps OCM’s U.S. and Canadian account management San Carlos, CA, May 21 /PRNewswire/ – Arcons Technology, Inc.® announced onboarding One Capital Management, LLC, a wealth management firm serving clients in the U.S. and Canada, on its trading solution tradePort and billing solution billPort for multicurrency billing of One Capital’s mixed-currency […]

Arcons’ billPort helps Lex Aurum Advisors automate client billing From using spreadsheets to clicking a button, Lex Aurum gains operational efficiencies San Carlos, CA, April 12 /PRNewswire/ – Arcons Technology, Inc.® announces LexAurum Advisors started using their billing solution ‘billPort’ live. LexAurum Advisors, LLC a firm based in Kansas, recently worked with Arcons to automate billing for its $800 million […]