It will allow you to include a client’s crypto assets as part of the overall portfolio’s invoice and statement.
You can now bill on client’s holdings including crypto assets. Set up the appropriate fee schedule for crypto assets, prices are automatically updated daily and when it is time to bill, create the invoice that will include ALL traditional and crypto assets beautifully listed on ONE INVOICE.
And with the Arcons Technology client/advisor portal, the invoices can seamlessly be delivered into the client’s document vault in the portal saving time and costs.
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