Family Office Software Solutions

 

 

 

 

 

 

 

 

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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