February 7, 2024

Shapiro Capital onboarded on Arcons Client Presentation & Enhanced Reporting

Shapiro Capital onboarded on Arcons Client Presentation & Enhanced Reporting SaaS reports module generates customized reports using Advent’s hosted APX online San Carlos, CA, February 7 /PRNewswire/ – Arcons Technology, Inc. announced onboarding Shapiro Capital Management, a $3.6 billion assets under management firm, on their SaaS client reporting product module in their PortfolioEdge offering. “For almost a decade, we relied […]
January 19, 2024

Arcons onboards Greenwich Investments for SaaS trading & billing systems

Arcons onboards Greenwich Investments for SaaS trading & billing systems Arcons’ integration with Clearwater Analytics enables operational efficiencies for Greenwich SAN CARLOS, Calif., Jan. 12, 2024 /PRNewswire/ — Arcons Technology, Inc. ® announced completion of integration with Clearwater Analytics ® for the express goal of enabling client billing, equities and fixed income trading as well as financial information exchange (FIX) […]
December 1, 2023

Arcons Technology Announces Longview Asset Management’s successful adoption of tradeEdge for Streamlined Trade Allocations

Arcons Technology Announces Longview Asset Management’s successful  adoption of tradeEdge for Streamlined Trade Allocations San Carlos, CA, November 28 /PRNewswire/ — Arcons Technology, a leading provider of RIA and Family Office solutions, proudly reveals the successful integration of its cutting-edge trading solution, ‘tradeEdge,’ by Longview Asset Management, a prominent Chicago-based multi-strategy investment firm. tradeEdge, a collaboration-based trading platform, integrates with […]
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 […]