San Carlos, CA, May 2, 2025 /PRNewswire/ – Arcons Technology, Inc.® announced integration with FIX protocol on their trading platform tradePort.

Arcons’ trading and rebalancing solution “tradePort” offers its users a seamless way to create trades based on either
their flexible allocation models, one off trades or specific trades via add cash/raise cash operations. In addition, with one button click, firms can execute firmwide tax loss harvesting while guarding for wash sales.

For firms managing a large number of accounts, it is important that all their daily trades are sent to the custodians on a timely basis for execution and allocate the executions to each investor’s account. For quarterly account rebalancing or daily one-off trading, the number of trades could be sufficiently large that FIX integration could be a lifesaver for trading back-office staff.

To achieve higher efficiency, lower error rate and to track records accurately, Arcons has integrated tradePort with FIX providers SunGard and Flyer. Using this, advisory firms can send their trades to their custodians over either FIX connection with a single button click. Executed trades can further be allocated to respective accounts using FIX messages.

“We use FIX to execute the trades and are happy that tradePort is integrated with FIX. We have accounts at multiple
custodians including Schwab, Fidelity, NBIN, Goldman Sachs and Arcons implemented a FIX connection with all of them. Multi-currency trading was the biggest challenge for us and tradePort handled it without a hitch. The Arcons team is super quick in turning things around.” Said Jeff Smith, Managing Director, at One Capital Management.

“With our FIX integration, the trade execution process is fully automated, and we are thrilled to offer this efficiency to advisory firm. The FIX connection is supported with underlying FIX providers such as Flyer and SunGard and other providers can be supported easily. Additional custodians can be accommodated with ease as well.” said Hemant More, CEO of Arcons Technology, Inc.

About Arcons Technology, Inc.

Founded in 1998, Arcons provides customizable solutions tailored to clients’ needs fully and cost effectively. At present, Arcons’ solutions are in use by firms who cumulatively manage over $1 trillion.

Arcons offers a suite of products named Portfolio Edge, a SaaS offering that has modules for billing, reporting, trading and rebalancing, CRM and advisor/client Portal. Clients can use selected or all modules per their firm’s needs.

Media Contact
Jeevan Gosavi
(650) 533-3452
info@arconstech.com

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San Carlos, CA., March 31 /PRNewswire/ — Arcons Technology, Inc. announced onboarding a wealth management firm with offices in multiple locations, including in Georgia and Indiana, on their billing product named ‘billPort’. The firm managing over 11,000 accounts on their books totaling about $20 billion in assets had long sought to bring efficiencies during their periodic client billing cycle.

Their operations staff had spent hundreds of hours computing client fees, rechecking calculations, and generating management reports every billing period for their innumerable complex billing scenarios. With the adoption of billPort, they now enjoy a streamlined process from start to finish, with minimal manual work. All their rules and exceptions are setup in billPort, and a single button click results in completing the task, freeing the team to support the firm’s explosive growth. This sped up process allows full revenue collection as soon as the quarter closes, improving their cashflows.

“We are excited to announce the successful implementation of our billing and invoicing solution with bespoke processes crafted for our new client. Their advanced scenarios are elegantly captured in our models. With this finely tuned system, they can do all they did before, with the addition of stress-free ease. Be it sleeve-level billing, detailed calculation audits, providing previous billing summaries or generating management reporting and analysis, billPort makes it a breeze.” said Hemant More, CFA, CEO of Arcons Technology.

Arcons’ billing platform ‘billPort’ has been serving the industry for nearly two decades and it is being used by firm ranging from Assets Under Management of $100 million to $250 billion. It offers features like payments tracking, invoicing, advance/arrears billing, credits/write-offs as well as host of reporting. The application integrates with various custodial data formats and Portfolio Management systems. billPort is part of a suite of modules that includes trading, rebalancing, client portal, advisor portal, performance reporting, and CRM.

“billPort is very user friendly, easy to navigate and is accurate. We were skeptical whether billPort could handle our pod level billing as it is very involved. However, the team at Arcons was quick to understand the complexities and created a sophisticated solution to match our needs. The best part about the Arcons team is their willingness to add features to help streamline all our processes. The end product enables us to spend less time and resources on client billing and increases our overall productivity. They tailored billPort to fully meet our unique billing needs, ensuring accurate calculations and seamless implementation.” said the team leader of the billing operations.

About Arcons Technology, Inc.

Founded in 1998, Arcons provides customizable solutions tailored to clients’ needs fully and cost effectively. At present, Arcons’ solutions are in use by firms who cumulatively manage over $1 trillion.

Arcons offers a suite of products named Portfolio Edge, a SaaS offering that has modules for billing, reporting, trading and rebalancing, CRM and advisor/client Portal. Clients can use selected or all modules per their needs

Media Contact
Jeevan Gosavi
(650) 533-3452
info@arconstech.com

The post Arcons’ billing solution drives efficiencies, saves countless hours appeared first on Arcons Technology.

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 for Billing, Trading, Client and Advisor Portals, and CRM. Furthermore, Arcons is uniquely positioned to customize their solutions to meet clients’ unique needs. This gives firms the best of both worlds – a cost-effective solution that is tailored to their day-to-day usage scenarios.

“We have long recognized the exceptional capabilities of Arcons,” said Olivia Eisinger, Head of Advisory at Apex. “The seamless integration between our teams has been remarkably straightforward. Their suite of intuitive, customizable services provides immense value to our clientele. Arcons stands out by offering flexible solutions tailored to firms of all sizes, equipping them to manage assets with precision and innovative strategies. This collaboration isn’t just a partnership; it’s a strategic alliance aimed at empowering our clients to thrive.”

“It was great to collaborate with the team at Apex and we look forward to helping a large number of Apex clients owing to this partnership.” said Hemant Moré, CFA, CEO of Arcons Technology, Inc. We provide integrations to several custodians and the particular one with Apex Clearing Corporation helps us reach out to more Advisory firms. We love helping advisors and making them successful in their mission to help individuals and families to reach their financial goals.

For more information, visit: https://www.arconstech.com/

About Apex Fintech Solutions

Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all. Apex’s suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with the biggest ideas are empowered to change the world. Apex works to ensure their partners succeed on the frontlines of the industry via bespoke solutions through its Apex Clearing™, Apex Advisor Solutions™, and Apex Silver™ brands. For more information, visit the Apex Fintech Solutions website: www.ApexFintechSolutions.com.

Apex Clearing Corporation, a wholly owned subsidiary of Apex Fintech Solutions Inc., is an SEC registered broker dealer, a member of FINRA and SIPC, and is licensed in 53 states and territories. Securities products and services referenced herein are provided by Apex Clearing Corporation. FINRA BrokerCheck reports for Apex Clearing Corporation are available at: http://www.finra.org/brokercheck

About Arcons Technology, Inc.

Founded in 1998, Arcons provides customizable solutions tailored to clients’ needs fully and cost effectively. At present, Arcons’ solutions are in use by firms who cumulatively manage over $1 trillion.

Arcons offers a suite of products named Portfolio Edge, a SaaS offering that has modules for billing, reporting, trading and rebalancing, CRM and advisor/client Portal. Clients can use selected or all modules per their needs

Media Contact
Jeevan Gosavi
(650) 533-3452
info@arconstech.com

The post Arcons Technology and Apex Fintech Solutions Elevate Advisory Services with Seamless Integration appeared first on Arcons Technology.

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 households. 

One Capital Management (OCM) is now well poised to handle its multicurrency billing and trading. Arcons also provided multi-custodian FIX integration with Canada’s National Bank Independent Network (NBIN) and U.S. custodians, including Schwab, Fidelity and Pershing, to help OCM streamline their trading workflow. 

“For our nearly 9,000 accounts, some of which are mixed-currency households, our client billing needs special handling. Our daily billing calculation coupled with quarterly true ups makes our calculations very detailed. Furthermore, our progressive advisor revenue share demands a very robust calculation system. All of this was accomplished using Arcons’ billPort,” One Capital Management’s Managing Director, Dan Stridsberg, said.

“We use FIX to execute the trades and are happy that tradePort is integrated with FIX. We have accounts at multiple custodians, including NBIN, and Arcons implemented a FIX connection with each of them. Multicurrency trading was one of the biggest challenges for us, and tradePort handled it seamlessly,” OCM Executive Director and Senior Portfolio Manager, Lance Messervy, said.

“The billPort and tradePort implementation for OCM has been a great project as it required handling of complex use cases with multicurrency and integration with Addepar. We are delighted to have OCM onboard and look forward to a long and successful relationship.” said Hemant More, CEO of Arcons Technology, Inc.

About One Capital Management

One Capital Management is a California-based wealth management firm and registered investment advisor (RIA). Established in 2001, OCM firm has grown to more than 70 professionals dedicated to serving nearly 3,000 individuals, families, institutions, and foundations across the U.S. and Canada. OCM manages approximately $6.2 billion in assets.

About Arcons Technology, Inc.

Founded in 1998, Arcons provides customizable solutions tailored to clients’ needs fully and cost effectively. At present, Arcons’ solutions are in use by firms cumulatively managing over $1 trillion.

Arcons’ Portfolio Edge product suite, a SaaS offering, offers modules for billing, reporting, trading, rebalancing, CRM and advisor/client Portal. Clients can implement selected or all modules per their needs.

Media Contact
Jeevan Gosavi
(650) 533-3452
info@arconstech.com

The post One Capital Management adopts Arcons’ billPort & tradePort appeared first on Arcons Technology.

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 in assets under management encompassing over 4,000 accounts custodied at Schwab. The process of going live began in February and was completed with plenty of time to understand the workings of the system before using it for their quarterly advance billing of Q2 2024.

“Learning of Arcons from Schwab, we very quickly realized during a tailored demo that the customizations provided by Arcons were invaluable.  The Arcons team thoroughly understood what we were trying to accomplish and helped create a system for us that will speed up billing, improve efficiency and reduce the need for redundant databases.  Arcons has excellent customer service, and I feel confident that they will handle any future customization requests.  I am excited to have implemented billPort and to be working with Arcons; they are highly knowledgeable, responsive and professional.” said Joanne Hughes, Director of Operations of LexAurum.

“LexAurum is very representative of the typical client that Arcons services and we are delighted to serve them for many years to come.” said Hemant More, CFA, CEO of Arcons Technology, Inc.

About LexAurum Advisors

LexAurum Advisors LLC is located in Kansas and manages approximately $800 million in assets.

About Arcons Technology, Inc.

Founded in 1998, Arcons provides customizable solutions tailored to clients’ needs fully and cost effectively. At present, Arcons’ solutions are in use by firms who cumulatively manage over $1 trillion. Arcons offers a suite of products named Portfolio Edge, a SaaS offering that has modules for billing, reporting, trading and rebalancing, CRM and advisor/client Portal. Clients can use selected or all modules per their needs.

Media Contact
Jeevan Gosavi
(650) 533-3452
info@arconstech.com

The post Arcons’ billPort helps Lex Aurum Advisors automate client billing appeared first on Arcons Technology.

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 on Arcons Quantum Reporting as an on-premise solution, tailored precisely to our needs. When transitioning from Advent’s Axys to Advent APX-hosted services, we wanted a solution that mirrored our historical presentations. After collaborating with Arcons, they developed & delivered a modern cloud version as promised. Thanks to our strong relationship, Arcons dedicated engineers, and swift turnaround time, our operations workflows have improved, and we’re really pleased with the outcome”. said Angela Karwoski, Director of Operations at Shapiro Capital.

“We are delighted to have migrated to cloud version of reporting solution as it allows multiple customizations we required. We can setup report packages and create colorful, graphical pages in books to showcase our firm professionally to our clients.” remarked Jersten Tubalado, from the Operations Team at Shapiro Capital. “This solution enhances our presentations by enabling seamless customization per client preferences while maintaining our professional theme. We can create report packages and graphs on demand, streamlining workflow. I am excited about the migration and its benefits to my workflow”.

“Integrating with Advent’s APX online is an excellent technology option we created. It enables firms to produce their client presentations with one button click while merging data from various sources in elegant layouts. Eliminating manual data manipulation safeguards data accuracy. Advent’s APX hosted portfolio management system lets Shapiro leverage their long-term Advent’s system knowledge. Our integration facilitates their use of reconciled portfolio data.” said Hemant More, CFA, CEO of Arcons Technology, Inc.

About Shapiro Capital Management LLC
Shapiro Capital Management LLC is an SEC registered investment adviser based in Atlanta, GA. The firm manages both institutional and high net worth individuals across several US equity product offerings.

About Arcons Technology, Inc.
Founded in 1998, Arcons provides customizable solutions tailored to clients’ needs. At present, Arcons solutions are in use by firms cumulatively managing over $1 trillion.

Arcons SaaS product suite, PortfolioEdge, offers modules for billing, reporting, trading/rebalancing, CRM and advisor/client Portal. Clients can select some or all modules.

Media Contact
Jeevan Gosavi
(650) 533-3452
info@arconstech.com

The post Shapiro Capital onboarded on Arcons Client Presentation & Enhanced Reporting appeared first on Arcons Technology.

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) integration with SunGard. With this integration, Greenwich can use Arcons’
SaaS platform ‘Portfolio Edge’ for their performance reporting, revenue computation as well as for their day-to-day
trading for hundreds of portfolios with a total valuation nearing $500 million.

“We were using Arcons’ solutions on premise for 7+ years and transitioned to Clearwater Analytics for Portfolio
Accounting from our long-time use of Advent’s Axys. Since we liked using Arcons billing solution, we requested them
to provide us a SaaS solution fully integrated with Clearwater. Within a few weeks, the Arcons solution was ready
and we started using it live in Q3 2023. The Arcons team delivered on its promise during our time critical
implementation phase with Clearwater,” said Heather Sevillano, Director and COO at Greenwich.

Nydia Concepcion, head trader at Greenwich liked the Arcons trading solution. It has the desired features she loved
in Advent’s Moxy. At her request, Arcons implemented many features in their trading and rebalancing solution
including Fixed Income accrued interest data, trade blotter enhancements, incomplete order continuation and
multiple allocation methods.

“The team at Clearwater was very responsive. We had meetings with them to understand the data structures and
their integration mechanisms. We had a very successful and efficient partnership with Clearwater team,”
said Hemant More, CEO of Arcons Technology, Inc.

About Greenwich Investments
Greenwich Investment Management delivers tax-exempt bond strategy along with dividend-focused stock
portfolio management to a sophisticated clientele including high-net-worth individuals and their families, financial
executives, corporate directors, entrepreneurs and charitable institutions.

About Arcons Technology, Inc.
Founded in 1998, Arcons provides customizable solutions tailored to clients’ needs fully and cost effectively. At
present, Arcons’ solutions are in use by firms who cumulatively manage over $1 trillion.

Arcons offers a suite of products named Portfolio Edge, a SaaS offering that has modules for billing, reporting,
trading and rebalancing, CRM and advisor/client Portal. Clients can use selected or all modules per their needs.

Media Contact
Jeevan Gosavi
(650) 533-3452
info@arconstech.com

The post Arcons onboards Greenwich Investments for SaaS trading & billing systems appeared first on Arcons Technology.

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 Advent’s industry-leading trading and execution solution, Moxy®. Longview Asset Management sought a solution to enhance operational efficiency by eliminating duplicate data entry and errors during the allocation of trades to sub-accounts, as well as managing multi-currency effects in sales/purchase transactions.

Jim Seng, Director of Investment Operations at Longview Asset Management, commended the Arcons team for aligning tradeEdge with their workflow, noting the system’s capacity to automate trade creation into Moxy with minimal steps. Seng emphasized the ease of use of tradeEdge, enabling faster and more accurate trading, even under time constraints. The system’s resilience was highlighted during a recent Moxy version update, with tradeEdge seamlessly maintaining performance continuity. The addition of custodial/broker extracts, automatically dispatched via email to designated contacts, further contributed to Longview Asset Management’s positive experience.

“tradeEdge alleviated a long-standing pain-point surrounding our allocation and broker communication. And it was just in time for a sizable increase in our daily workload. The Arcons team is responsive, diligent, knowledgeable, and thorough. They worked hard to understand our immediate concerns while having one eye on the future”, Seng added. Hemant More, CFA, CEO of Arcons Technology, expressed satisfaction with the collaboration, stating, “We are delighted to have Longview Asset Management onboarded on tradeEdge and look forward to a sustained partnership, offering enhanced operational capabilities and efficiency.”

About Long View

Longview Asset Management is a Chicago-based, multi-strategy investment firm which invests for individuals, trusts, and foundations. The firm uses intensive industry and company research to manage its three principal investment strategies: constructing portfolios of publicly traded securities, making equity investments in private companies, and purchasing limited partnership interests in private equity funds and hedge funds operated by independent investment firms.

About Arcons Technology, Inc.

Founded in 1998, Arcons provides RIA and Single/Multiple Family Office solutions for billing, trading, rebalancing, client & advisor portals as well as advisor CRM. Arcons’ solutions are customizable, tailored to meet clients’ needs fully and cost effectively. At present, Arcons’ solutions are in use by firms who cumulatively manage over $1 trillion. Arcons offers a suite of products named Portfolio Edge, a SaaS offering that has modules which clients can use selected
or all modules per their needs.

Media Contact
Jeevan Gosavi
(650) 533-3452
info@arconstech.com

The post Arcons Technology Announces Longview Asset Management’s successful adoption of tradeEdge for Streamlined Trade Allocations appeared first on Arcons Technology.

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 Highlights

• 0.38: Hemant founded his company in 1998, and they started their enterprise helping RA’s. The initial product that they offered was related to billing.

• 1.09: The beauty of Arcons’ company offerings is that they allow firms to come to them with customization requests, and they are able to offer specific new features for firms that will be like a white cloud service.

• 3.03: In about 2007, we discovered that billing was a big gap. We started adding features for making billing, invoicing, revenue sharing a very easy application for firms, especially for firms with thousands of accounts and hundreds of billing schedules and 10s of advisors, says Hemant.

• 4.49: Once you log into our suite of services, you could do all the things you do to run your business like you could do portfolio management, trading, reporting, CRM, and everything works off the same common database, says Hemant.

• 7.29: We either work with the firm to discover the overall solution, or sometimes we start step by step process where we handle biggest pain first and make it a continuous improvement process, says Hemant.

• 9.00: We also create documentation and videos of client cases. We train their end users, and once the initial version is done, we work on the next version based on what enhancements are needed, and cycle repeats, says Hemant.

• 11.18: We analyze the patterns of usage of our users and say we notice that you did five steps to come up with particular result what if we provide new screen which may reduce the file sets to one step, says Hemant.

• 14.15: Hemant created a solution for company due to which their quarterly work was reduced to three to four hours with one click, which included billing calculation and revenue sharing and creating really good invoices that could be e-mailed automatically.

• 15.28: In technology things are changing rapidly. If there is more automation or more avenues for automation, the more things people have to remember to do.

• 17.36: Every day we get requests through emails or phone calls, and each request makes us want to rise up to the occasion and provide that product or service and get another happy client in a roster of clients, says Hemant.

3 Key Points

1. Hemant talks about the robust workflow process that he helped build for a client. He shares what it is like to engage with him? What is the onboarding look like? Is there a discovery process for helping client workflow or is that something client comes back to Hemant with afterward?

2. Hemant provides a service whereby they can customize the report output to match exactly what the advisors need and that makes them extremely happy.

3. Hemant is currently adding a support for power API, which means that all the data in our system can be easier and can easily analyzed by any business user.

Tweetable Quotes

• “Our firm has a very good reputation in terms of client service. We provide excellent support, and we are always willing to brainstorm what new features could be added to make people’s lives easier, their workflows better and errors could be eliminated.” – Hemant

• “We could give people a statement of work saying this is what we will deliver, and this is how much time it will take and this is how much it will cost.” – Hemant

• “We don’t do enough sales and marketing and that has been our biggest challenge. We have really good software and service and the one that is our clients, loves it.” –  Hemant

The post Arcons Technology with Hemant More | E239 appeared first on Arcons Technology.

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 Arcons’ ‘billPort’ since 2019. Adopting billPort  streamlined our billing process, automating its manual aspects and increasing auditability”. Appleton publishes client reports using Arcons’ web portal. Punit continued, “the biggest publishing challenge was  to split thousands of PDFs and associate them with households. Arcons was quick to implement this  important feature. We are glad that Arcons’ portal has resulted in a streamlined, automated process for  report generation, notification and approvals.”  

Lauren Middleton, Client Billing Manager at Appleton Partners added, “Implementing Arcons’ billPort has  created a more efficient, faster and smoother billing process. The system is extremely user friendly and  intuitive, allowing us to automate various manual steps. The Arcons team was easy to work with during  the system transition and has continued to be accessible for any needs that arise.” 

Arcons’ clientPort has significantly benefitted our clients by allowing Appleton to conveniently and cost  effectively deliver account statements in a timely manner. The team at Arcons Technology has been a  great resource, both throughout the implementation and in the continued maintenance of the portal.”  said Michael DiGiando, Assistant Vice President at Appleton Partners, Inc. 

“We are thrilled to partner with Appleton and help bring efficiencies in their workflows”, Hemant More,  CFA, founder of Arcons Technology, Inc. said. 

About Appleton Partners, Inc. 

Appleton Partners is a 100% employee-owned and operated investment advisor founded in 1986 and located in Boston, MA. Entrusted with $12.5 billion of investor assets(as of Jan 3, 2022), Appleton Partners  manages customized separate accounts for individual and institutional investors, while also serving the  financial planning and wealth management needs of private clients. 

About Arcons Technology, Inc. 

Arcons Technology, founded in 1998, transforms the wealth management technology infrastructure of  RIA firms. Arcons’ systems are collectively used to process over $400 billion in assets. Arcons’ offerings  also include solutions for trading, rebalancing, CRM and client onboarding. Arcons is committed to  constant innovation to meet firms’ specific needs.

Contact:
Hemant More
President, Co-Founder
Tel: 650-533-3452 
Email: hemant@arconstech.com

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