THE VILLAGES, Fla., Feb. 13, 2015 /PRNewswire-iReach/ — Royal Fund Management, LLC (RFM)discovered Arcons Technology, Inc. in fall of 2013 while searching for client billing and adviser revenue sharing software. RFM used a set of complex spreadsheets to compute the bills and split revenues between their many and growing number of investment advisors while managing over 2,000 accounts. They reviewed other systems but […]

SCOTTSDALE, Ariz., Feb. 11, 2015 /PRNewswire-iReach/ — First Financial Equity Corporation (FFEC) engaged with Arcons Technology, Inc. in early 2013 to automate their entirely manual billing process for their over 3,500 accounts. The system was implemented in Q1, 2013 and in retrospect, it is easy for FFEC to quantify the savings and efficiencies gained by using billPort for their client billing.   Arcons created a […]

As the CFO of an investment management firm, have you ever wondered “if we change some of our fee schedules, how would that impact our revenue next year?” An easy question to ask, not so easy to answer. Now, factor in a variety of market returns, expected cash flows, starting valuations and all the nuances of your current fee schedules. […]

It is critical today that investment firms have the tools to manage complex schedules for billing clients. Historically, fee schedules for clients were simpler, based on percent of assets, flat rates, performance, etc. As time went on clients put more demand on firms to provide flexible billing: the ability to exclude assets, charge different rates for different asset groups, apply […]

SAN CARLOS, Calif., Feb. 20, 2014 /PRNewswire-iReach/ — The largest deployment of Arcons Technology’s client billing software for the financial services industry has been made at Ronald Blue & Co, an independent fee-only wealth management firm.   Arcons’ billPort client billing software will be used to create invoices, generate reports, and business analytics for more than 6,000 clients, at 13 […]