FundCount Case Study

Multi-family office & fund administration case study: PKF O’Connor Davies

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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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by FundCount
| 10/10/2018 12:00:00

The company
PKF O’Connor Davies, LLP is one of the nation’s fastest growing certified public accounting and advisory firms with 10 offices in the Northeastern U.S. and more than 600 professionals led by 100 partners. The firm provides a complete range of accounting, auditing, tax and management advisory services to clients around the world.

The challenge
When PKF O’Connor Davies decided to launch a fund administration business in 2007 to complement its audit and tax services, the company set out to find affordable partnership and portfolio accounting software that could handle the intricacies of tax and investment cost accounting.

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