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FundCount Group

HQ Address

34 El Sol Sureno, Durants, Christ Church, Barbados

Website Address

www.fundcount.com

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Connect with FundCount Group
Business introduction

Powerful accounting and investment analysis software

Break free of spreadsheets!

FundCount provides portfolio, partnership and general ledger accounting and reporting software in one integrated system. FundCount software improves operational efficiency and delivers immediate, actionable business intelligence for wealth managers, family offices, hedge funds, private equity firms and fund administrators.

FundCount solves key wealth management challenges by:

  • Integrating all accounting – portfolio, partnership and G/L – with support for virtually all security types, account structures and transactions within one system; and offering a comprehensive view of a family’s wealth
  • Providing insight, through visualization tools and reports, quickly and with unparalleled flexibility to meet any family office or member’s demand for information 
  • Maximizing efficiency by eliminating functional-system silos and through automated workflow, reconciliation and compliance tools.

play Video
Video

FundCount for Family Offices

Portfolio & Wealth Management Systems, Trading & Back Office

07/04/2017

See this video from FundCount on their service for family offices....

Business Overview

Founded in 1999, FundCount provides portfolio and investor accounting, real-time general ledger and reporting software in one integrated system. FundCount software improves operational efficiency and delivers immediate, actionable intelligence to wealth managers, family offices, hedge funds, private equity firms and fund administrators. 

FundCount solves key wealth manager challenges by:

  • Providing both investment and general ledger accounting, analysis and support for virtually all security types, account structures and transactions within one system
  • Producing reports quickly and with ultimate user control to meet any family member’s demand for information
  • Minimizing operational risk and increasing efficiency through automated workflow, reconciliation and compliance tools.

FundCount is a global organization with offices on four continents – Europe, North America, Asia and Australia -- and a client base that spans Europe, North America, Asia, the Middle East, and Asia Pacific. Most clients install FundCount on-premises. However, a hosted solution, including managed hosting, is also available. Since FundCount is cloud-service “agnostic,” it can also be used with a variety of hosting providers. 

Customers

FundCount has a range of customers as shown below;

 

Partners

Key Data

Year founded
1999
employees
51-200
offices
5
Type of Clients
  • Asset Managers
  • Family Offices
  • Financial Advisors

FundCount Group Solutions

FundCount

FundCount's wealth management accounting solution is fully integrated with all partnership, portfolio and general ledger accounting capabilities embedded in the one single platform. As a result, FundCount significantly reduces operational costs, enhances efficiency and reduces risk. FundCount's extensive reporting tools enable wealth managers to deliver custom-tailored reports to each client. Wealth management......

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