September 8, 2022

Arcons Technology with Hemant More | E239

Arcons Technology with Hemant More | E239. Arcons Technology with Hemant More | E239 On today’s Fintech Impact episode, Jason Pereira will talk to Hemant More CEO of Arcons Technology. Arcons technology is a suite of software targeting RA’s and advisors in the US specifically helping them with various cloud solutions, online billing, CRM reporting, trading, and client portals. Episode […]
January 31, 2022

Appleton Partners, Inc. completes two years with Arcons Technology’s client Portal and billing solutions

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

Fiducient Advisors onboarded on Arcons Technology billing platform

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 Group Selects Arcons Technology’s tradeEdge to Realize Portfolio Construction and Trading Efficiency

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

Stonebridge Advisors LLC Goes Live with Arcons Technology’s BillPort to Enhance Revenue Management

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

Arcons Technology™ Launches clientPort Client Portal

~ 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 […]