Crypto asset billing for advisors and RIAs with Arcons Technology billPort

Crypto asset billing for advisors and RIAs with Arcons Technology billPort – 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.

 

Send us an email at info@arconstech.com, message us on LinkedIn or Twitter or call us at 650-533-3452

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