Arcons Technology
HQ Address
809 Laurel St, San Carlos, CA 94070, United States
Website Address
Business introduction
Introducing Arcons Suite - Secured Cloud Based Solutions for Advisors and RIAs; Billing, CRM, Reporting, Trading, Client Portal
Serving over 1,000 investment professionals including independent advisors, RIA firms and Broker-Dealers, managing combined over $400 billion AUM
Arcons Technology was founded in 1998 by experienced financial services technology professionals and is transforming the billing and reporting process for wealth management firms.
Our team pioneered some of the industry’s core technologies while working at Advent Software and is now extending those capabilities to maximize advisors’ technology investments.
Based on the success of the Arcons Technology platform, we now serve over 100 organizations representing over 350 billion in assets, including some of the industry’s largest and best-known firms.
Our agile culture enables us to be able to provide a cost advantage in providing the industry’s leading technologies, a fast turnaround for custom projects and an emphasis on client service.
Arcons Technology Solutions
Arcons CRM
Arcons CRM is highly scalable and customizable, allowing businesses to gain actionable customer insights with a back- end analytical engine, view business opportunities with predictive analytics, streamline operations and personalize customer service based on the customer’s known history and prior interactions with your business. ...
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Client Marketing & Prospecting
Arcons Reporting
We recognize that firms like to represent their reports with their own look and feel, branding, colors and content. Our customization team can provide you the report pages that appear just the way you want, be it a bar chart, a 3-D pie chart or a nicely designed and formatted......
business needs
view solutionbillPort
Imagine calculating your client fees instantly with any number of complex fee schedules and scenarios. Create invoices, upload fees to custodians, create revenue sharing reports and export information to your accounting software all with a few button clicks. With billPort, your firm will eliminate manual data entry, spreadsheets and multiple......
business needs
view solutionClient & Advisor Portal
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. We recognize that firms......
business needs
view solutionOnboarding & Planning
Companies succeed as they add on more clients as their revenues increase and they get more word of mouth publicity. It is in the company’s best interest to find new business opportunities. Arcons’ Onboarding & Planning tool simplifies the onboarding process by creating automated workflows for your firm, be it viewing......
business needs
- Business Intelligence & Practice Management
- Business Process Management & Outsourcing
- Client Onboarding & Identity Verification
Portfolio Edge
Introducing our newest product: Portfolio Edge – efficient and rich portfolio construction and rebalancing. Portfolio Edge provides complete coverage for front, middle and back office staff through an integrated platform. Using innovative and forward-looking technology stack from Microsoft, Portfolio Edge creates a blend of stock reporting with customizations. Get real......
business needs
view solutiontradeEdge
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. It also supports trading restrictions, and approvals process. Key Features Customizable Dashboard Track your firm’s exposure, commissions, and trading activity, as well as......
business needs
view solutiontradePort
Trading and rebalancing introduce preference-based sleeves to create truly custom models. It allows for the creation of trades at accounts and household levels with ease. Firms can automate the model assignments to accounts. Models can be defined at Asset Class, Sub Asset Class and individual security levels. The product’s event management......
