billPort | Arcons Technology

About

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 applications typically used in the industry today for client billing.billPort’s user-friendly, simple and intuitive interface allows you to be productive rapidly while avoiding mistakes. Households and Accounts are displayed in a familiar spread-sheet interface. Advanced sorting, filtering and grouping is available on all screens. Moreover, the Arcons support team will guide you to ensure a complete smooth installation all the way through “go-live”.

Contacts

Products / Services

  • Advisory Fees
  • Householding
  • Exceptions Handling
  • Role-based Access Management
  • Commission revenue Sharing between parties
  • Situational Alerts
  • Reporting and Analysis
  • Full service Onboarding
  • Anywhere Billing
  • Cash flow adjustments
  • Payments Management
  • Customized branded bulk Invoice generation

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

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Partnership

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