January 31, 2022
Arcons’ billPort & clientPort enabled smooth workflows for Appleton since 2019. San Carlos, CA, January 28, 2022 – Arcons Technology announced that Appleton Partners, Inc., headquartered in Boston, MA which manages over $12.5 Billion in assets, has successfully completed 2 years with their client & advisor Portal and the billing platform, billPort. Punit Shetty, Appleton’s CTO, said, “We are using […]
January 6, 2022
Arcons’ billPort Client billing & revenue sharing solution meets Fiducient specific needs San Carlos, CA, January 6, 2022 – Arcons Technology announced that Fiducient Advisors headquartered in Chicago, IL advising over $250 billion in assets, has selected its billing platform ‘billPort’ for their quarterly billing process. Arcons’ billPort, offered for over a decade, features seamless advisory client billing and revenue […]
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 […]
