SAN CARLOS, Calif., Sept. 21, 2026 /PRNewswire/ — Arcons Technology, a premier provider of customized enterprise software solutions for investment advisory firms, today announced the successful deployment and operational rollout of its flagship client billing engine, billPort™, across a leading national wealth management firm overseeing more than $150 billion in client assets. Following its initial go-live earlier in the second quarter, 2026, the platform now fully automates billing cycles across the firm’s enterprise network after its recent merger.
The enterprise implementation delivers a centralized, rules-based billing infrastructure engineered to handle the intricate fee schedules, multi-party account relationships, and institutional scale demanded by top-tier registered investment advisors (RIAs) and wealth enterprises.
As institutional practices expand through organic growth and large-scale mergers, legacy billing systems often struggle to keep pace with disparate fee schedules, fragmented custodian data, and manual spreadsheets. billPort™ eliminates operational struggles by replacing error-prone manual calculations with end-to-end billing automation, reducing quarterly invoice cycles from weeks to hours while ensuring strict regulatory audit readiness.
“Operating at institutional scale requires revenue architecture that blends total accuracy with exceptional flexibility,” said Hemant More, Founder and CEO of Arcons Technology. “Large wealth enterprises cannot afford operational friction or calculation discrepancies when managing tens of thousands of complex household accounts. We designed billPort specifically to handle these multi-layered fee arrangements effortlessly, enabling advisory leadership to streamline back-office operations and redirect resources toward client service.”
Core Enterprise Capabilities of billPort™
- Automated Calculation Architecture: Replaces manual spreadsheets with a high-throughput, rule-based computational engine tailored to intricate fee structures.
- Advanced Composite Billing: Flawlessly accommodates multi-tier household fee-splitting, flat fees, custom breakpoints, and aggregate asset schedules.
- Direct Multi-Custodian Invoicing: Generates verified, ready-to-process fee-deduction files pre-formatted for all major custodial platforms.
- Audit-Grade Compliance & Reporting: Maintains tamper-proof historical audit trails and automates clear, itemized advisor payout schedules to ensure compliance with SEC and institutional standards.
The successful deployment reflects Arcons Technology’s accelerating expansion within the mega-RIA and institutional consultancy market, reinforcing billPort™ as the platform of choice for practices managing massive, sophisticated asset bases.
To learn more about billPort™ or schedule an institutional demo, visit Arcons Technology.
About Arcons Technology
Founded in 1998, Arcons Technology provides highly customizable software platforms purpose-built for investment advisory firms and multi-billion-dollar institutions. Its comprehensive suite includes automated billing (billPort™), reporting, trading and rebalancing (tradePort™), and client portal solutions (clientPort™). Today, Arcons’ technology underpins advisory practices representing nearly a trillion dollars in aggregate assets.
Media Contact
Jeevan Gosavi
(650) 533-3452
info@arconstech.com
www.arconstech.com
SOURCE Arcons Technology, Inc.