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 […]

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 […]

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) […]

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 […]