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CRM

Arcons Technology

Cloud suite for advisors and RIAs covering billing, CRM, reporting, trading and client portal.

Made by Arcons Technology Visit Arcons Technology's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed10 connectionsCharles Schwab, Fidelity, Hilltop Holdings and 7 more. Source and date for each below.
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What their website looks like

Screenshot of Arcons Technology's homepage
Arcons Technology's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on Arcons Technology's site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

The site offers a free account to test drive the billing solution (billPort) and demo requests; no prices shown

Source: No pricing published; homepage, /pricing (no such page), the CRM, billPort, clientPort and tradePort pages and the free-account page checked. Not found, Oct 6.

What one person pays for other advisor CRMs

Advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person. Arcons Technology isn't on it: it doesn't publish a price.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Advisors AssistantBlack DiamondAdvent Axys/APXSchwab PortfolioCenter
Arcons Technology10 connections listed

Data goes out to

Nothing the vendor says it sends out
Listed, no detail
Charles SchwabFidelityHilltop HoldingsMicrosoft DynamicsSalesforceDST
Connection cost: Arcons Technology publishes no pricing for us to read.
Charles Schwab
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Arcons partner integration page (custodian partner logos). Checked Oct 6.
Fidelity
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Arcons partner integration page (custodian partner logos). Checked Oct 6.
Hilltop Holdings
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Arcons partner integration page (custodian partner logos). Checked Oct 6.
Advisors Assistant
Checked on the vendor's site
  • Data in: client data as a reporting source
Source: Arcons clientPort page (report data sources). Checked Oct 6.
Microsoft Dynamics
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Arcons partner integration page (partner logos). Checked Oct 6.
Salesforce
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Arcons partner integration page (partner logos). Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Arcons Technology lists.

Black Diamond
Checked on the vendor's site
  • Data in: portfolio data as a reporting source
Source: Arcons clientPort page (report data sources). Checked Oct 6.
Advent Axys/APX
Checked on the vendor's site
  • Data in: portfolio data as a reporting source
Source: Arcons clientPort page (report data sources). Checked Oct 6.
Schwab PortfolioCenter
Checked on the vendor's site
  • Data in: portfolio data as a reporting source
Source: Arcons clientPort page. Checked Oct 6.
DST
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Arcons partner integration page (partner logos). Checked Oct 6.

Moving to Arcons Technology from another tool

What Arcons Technology's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

Names no tool

Their page says, in words we couldn't label: “Arcons Technology provides the tools for you to transfer your data from one application to another. … We can assist you for a one time transfer or provide the application for you to transfer your data on a regular basis.”

Our checks label a move only when one sentence names the tool and says it imports from it, so these words aren't counted in any list of tools that import from another. Ask Arcons Technology about anything they leave out.

Checked on the vendor's site · Oct 8
Arcons Technology: data transformation services

Leaving later

We couldn't find export instructions on Arcons Technology's site.Not found

Fits best if

Our judgement

We haven't assessed fit for Arcons Technology yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Arcons Technology with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

No corrections to this profile yet.

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