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 […]

~ 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 […]

Innovative technology integration reduces data entry, streamlines the billing process and adds new business intelligence features April 5th, 2016. San Carlos, CA. Arcons Technology, an industry leading technology platform for financial advisors, announced today that its flagship billing platform, billPort is now integrated with SS&C Advent’s Black Diamond wealth platform for portfolio management, reporting, client communications and rebalancing. Using single sign-on […]

~ Innovative billing and reporting platform seeing strong momentum by automating critical and complicated back-office processes   February 1, 2016. San Carlos, CA. Arcons Technology, an industry leading technology platform for financial advisors, announced today that the company now serves 100 independent advisory firms, representing over $110 billion in assets. The company attributes the ability of their flagship product, BillPort […]

SAN CARLOS, Calif., Feb. 18, 2015 /PRNewswire-iReach/ — Arcons Technology, Inc. recently completed a customized billing solution of its billPort software for another investment advisory firm with over a billion in assets under management.   Arcons’ billPort client billing software integrates with Advent Axys®, Advent APX®, Schwab PortfolioCenter®, Fidelity, TD Ameritrade®, Southwest Securities and other custodial platforms to save time and reduce errors. billPort automates the process […]

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 […]