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 offices with over $7 billion in investment assets under management.
“We’ve introduced several key enterprise-level features that we’ve integrated into billPort, including user-level access control for security, related household discounting, held-away account tracking, approval workflow, auditing support and an advanced dashboard for business analytics”, said Hemant More, CEO of Arcons Technology.
billPort automatically integrates with Advent Axys®, Schwab PortfolioCenter®, Fidelity, TD Ameritrade®, Southwest Securities and other custodial platforms to save time and reduce errors. Client billing can be complicated. billPort enables the use of complex billing rules and schedules with ease and can generate thousands of invoices with a few button clicks.
“We chose billPort because it seamlessly integrates with our Advent Axys® system. Arcons Technology, Inc. worked with us to customize the solution to fit our needs. In our analysis, compared to other client billing solutions in the market, billPort offers the flexibility to integrate with our other business systems,” said Woody Hays, Director of Financial Planning and Data Architecture at Ronald Blue & Co.
About Arcons Technology
Arcons Technology, Inc. was founded in 1998 and provides tools and technology platforms to manage traditional and alternative investments. Our products and services are specifically designed to meet our clients’ needs in the domains of asset accounting, complex reporting, performance management, rebalancing, custodial downloads and optimization.
About Ronald Blue & Co.
Ronald Blue & Co., LLC is one of the largest independent fee-only wealth management firms in the United States, serving more than 6,000 clients through a network of 13 branch offices. Founded in Atlanta in 1979, the firm manages over $7 billion in assets and employs close to 350 people (12/31/13). Ronald Blue & Co.’s services include comprehensive fee-only financial and estate planning, investment analysis and management, strategies for charitable giving, as well as complete tax preparation and business consulting services for individuals and organizations.