Powerful and Efficient Communication for Advisors and Investors

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. Arcons’ tallyPort and clientPort solutions are perfect for handling the complexities of managing the automation of the entire lifecycle of reporting with great ease.

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 tabular report.

We support a variety of data sources, Advent Axys®/APX®, Schwab PortfolioCenter®, Black Diamond®, Advisors Assistant®, custodial data, or any other source you may have. Your market commentary and other external PDFs can be combined with the report packages as well.

Our AdvisorPortal can be used by firms to provide their advisors with one place to view all their relationships, accounts, holdings, transactions, and graphical views of all this data. Advisors can analyze holdings while on a call with a client or remember or track actions needed to be performed for clients all from one place.