“Oliver Burkeman says….Don’t Delay”

I'm a big fan of walking for hours daily, up and down the various hills dotting the San Francisco Bay Area. I listen to multiple books on Audible during the walks. Today, I finished listening to “Four Thousand Weeks: Time Management for Mortals”, by Oliver Berkeman, a book I would recommend to everyone. Most Audible authors publish a downloadable PDF […]

Automation is essential for business success

Automation is essential for business success - The news cycle past week has been abuzz with the cancellation of over 10,000 Southwest airlines flights. I personally was affected by it. I experienced a flight cancellation within minutes of being issued a boarding pass this Christmas Eve. The over 3,000 passengers awaiting rebooking stood in a line stretching almost a mile […]

On Productivity

On Productivity - Productivity experts advise against multitasking. However, life has so many demands that single tasking is untenable. I tend to think of multitasking as multi-acting or quick serial task-switching.  Luckily, in the past 15+ years, technology has given us so many tools and apps, that "good" multitasking is possible. The devices that have enabled it like the iPhone, […]

Introducing Arcons Technology suite for advisors & RIAs

Introducing Arcons Technology suite for advisors & RIAs - A comprehensive ALL-IN-ONE billing, reporting, advisor/client portal, trading and CRM solution. Features: Solutions that scale with advisor needs Solutions that are flexible and can easily integrate with your existing tech stack Solutions that can be purchased separately or in a bundle Solutions that are secure and compliant Send us an email […]

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 […]

Does Your Advisory Firm Need Our Billing Services?

Does Your Advisory Firm Need Our Billing Services? What distinguishes businesses from being either a total catastrophe or pinnacle of success? It all comes down to one thing: making good decisions. And to make good decisions, you must understand your business from top to bottom. Technology has transformed the way financial companies' function. How can we use technology to help […]

Trade Edge

Rebalancing and OMS tradePort tradeEdge tradeEdge is a collaboration based trading platform that integrates with industry-leading trading and execution solutions like Advent Moxy®. It works with real-time data from your trading solution not requiring data import/export. tradeEdge provides different ways to create models & portfolios, It also supports trading restrictions, and approvals process. Trades can be sent to Moxy® with […]

Arcons tradePort

tradePort: Increased Portfolio Rebalancing Reliability In the past few weeks, we’ve all heard about the spikes in volume and volatility in the financial markets. Product latency in the cloud has been one factor that has affected many financial technology vendors in recent times. Some applications and services have been rendered completely unavailable during critical periods. Rebalancing your portfolios is hard […]

Powerful and Efficient Communication for Advisors and Investors

Powerful and Efficient Communication for Advisors and Investors Firms managing more than a handful of accounts are challenged with handling the generation, creation and distribution of client reports. Some firms do it daily, some monthly and some quarterly. Some print it and mail it, some email it while others host it on a client portal. Arcons’ tallyPort and clientPort solutions […]

Cash Flow Projection

Cash Flow Projection Arcons Technology, has been in the financial technology industry for over two decades. Its latest offering is a Cash Flow Projection tool for Single Family Offices (SFO) and multi-family offices (MFO). This tool accurately forecasts the cash flows for all their account obligations. The Cash Flow tool allows users to manage schedules, trackers, and scenarios. • Schedules […]