December 1, 2021
Advisors Management GroupSelectsArcons Technology’s tradeEdge to Realize Portfolio Construction and Trading Efficiency. Order creation toolset tailors portfolios to meet client needs and optimizes cash management San Carlos, CA, November 30, 2021 – Arcons Technology announced thatAdvisors Management Group, Inc., (AMG)headquartered in La Crosse, WI with over $550M in AUM, has selected itstradeEdge platform. Arcons’ tradeEdge drives easier management of client […]
September 28, 2021
Billing initiative brings operational speed and efficiency to Connecticut-based Stonebridge. San Carlos, CA, September 16, 2021 – Arcons Technology announced that Stonebridge Advisors, located in Wilton, CT, with over $14B AUM, has gone live with their BillPort platform. Arcons’ solution, used by investment managers across North America, leads the industry in billing and revenue management. BillPort improves fee accuracy and […]
June 24, 2016
~ Integrated client portal extends advisors’ portfolio management systems reporting capabilities for online, direct client access June 24, 2016. San Carlos, CA.Arcons Technology, an industry leading technology platform for financial advisors, announced today the launch of a new client portal, clientPort. Integrated with the industry’s leading portfolio management systems, clientPort provides a rich and secure user experience for clients of […]