Family Office Software Solutions

Approved Software Solutions firms for family offices, FundCount and Master Asset Management, are listed below.

 

 

 

 

 

 

 

 

Master Asset Management specialises in the management of physical assets, such as Estates, Aviation, Yachts, Collections (cars, wine, art, jewellery etc) and Equestrian Activities, in addition to assisting with health, family and succession planning.

 

Through its proprietorially developed software, MYCONNECT®, Master Asset Management provides the ability for beneficial owners and/or their family offices, to monitor, maintain and control their assets, in a safe and secure manner in real time, anywhere in the world.

 

Master Asset Management has evolved through its affiliate, Master Yachts Consultancy, arguably the global leader specialising in the operation, safety, management, crew, refit and new-construction, of some of the world’s largest and finest private yachts, since 2002.

 

With its blend of software and personnel, Master Asset Management has the experience and ability to deliver on what others can only promise, genuinely understanding the needs, expectations and requirements of UHNWIs, their families and private offices.

 

Master Asset Management does not engage in the buying and selling of any assets, but provides both an interactive and human means for its clients to enjoy their assets, calm in the knowledge that the human factor remains always present to work alongside and support the software side of the business.

 

For further information please contact Jim Acher, Partner:

Tel: +34 667 678 357

Email: jim@masterasset.management

Web: www.masterasset.management

 

 

 

 

 

 

 

 

FundCount offers family office directors, accountants and portfolio managers powerful software tools for managing and reporting on all financial aspects of family office investments and operations.

 

FundCount's integrated investment, partnership and general ledger accounting software – coupled with automation tools and customizable on-demand reports – brings a higher level of efficiency to family office operations and provides immediate, actionable insights for family members and clients.

 

Benefits of FundCount:

  • One single source of truth – accounting and analysis for all investment types – from marketable securities to trusts, partnerships, holding companies and hard assets
  • Flexibility to meet any demand – aggregates data across multiple family entities and custodians to facilitate consolidated financial, tax and performance analysis
  • Instant insight – immediately “look through” nested entities to individual or group exposure, asset allocation, performance reports or income/expense assignment
  • Enhanced efficiency – reduces manual entry with automated download of investment activity directly from custodians, brokers and investment managers
  • Deployment choice is yours – FundCount is available via our secure cloud host or, if you want your data to stay “within your four walls,” in-house on your servers 

 

Founded in 1999, FundCount supports over 125 single and multi-family offices, fund administrators, hedge funds and private equity firms with assets totaling more than US $150 billion from its U.S. headquarters and four additional international locations.

 

For further information, please contact Ashley Whittaker, Regional Vice President Sales - EMEA:

Tel: +44(0)7507 641 036

Email: a.whittaker@fundcount.com

Web: www.fundcount.com

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