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Fully customizable dashboard to track reports & activities. Create custom widgets to display data your clients want to see. Generate clean client presentations for any time periods.
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Portal is white-labeled and reflect your firm's look and feel, logos etc. Add your firm name in URL and logo to customize the look and feel of the portal to match your firm's.
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Upload/Manage all your documents automatically. Advisors can email the monthly/quarterly statements to clients on demand and maintain the history for future. Self service support for end clients.
Product Description
About this Product
Fully customizable dashboard to track reports & activities. Create custom widgets to display data your clients want to see. Generate clean client presentations for any time periods.
About Arcons Technology, Inc.
Founded 20 years ago by veteran industry professionals, Arcons Technology is transforming the client/advisor Portal, billing, trading and reporting functions for wealth management firms. Our team pioneered some of the industry's core technologies and is now extending those capabilities to maximize advisors' technology investments. Based on the success of the Arcons Technology platform, we serve over 100 organizations representing over $130 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.
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Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.