Case Studies

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FundCount Case Study: Partnership & Portfolio Software for a Private Equity Firm

8th August 2018

Company: FundCount
A leading Singapore-based private equity firm turned to FundCount to eliminate its reliance on external fund administrators. FundCount's integrated partnership and portfolio, general ledger and reporting software helped the firm reduce costs, improve accuracy and enhance operational efficiency. Download the case study to learn more. read more
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Case study: Van Lanschot

8th August 2018

Company: Five Degrees
Van Lanschot replaced the bank’s Siebel CRM system with five°degrees' digital banking platform Matrix. Within current projects, the bank adopts the workflow aspects of the system to bring improved automation in areas such as client onboarding. read more
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FundCount Case Study: PKF O'Connor Davies

1st August 2018

Company: FundCount
FundCount's comprehensive accounting and reporting software seamlessly integrates all investment and partnership accounting through a single general ledger. It enables PKF O'Connor Davies' multi-family office and fund administration businesses to support funds, endowments, private foundations, family offices and other clients regardless of... read more

Currencycloud Case Study

24th July 2018

Company: Duco
Currencycloud, the international Payments Engine behind a number of leading payment firms, went live with Duco Cube in December 2016. Growing fast, the firm needed to automate their reconciliation processes, reducing the reliance on spreadsheets, while ensuring the accuracy and audibility of their transaction data. read more
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FundCount: Providing Integrated Accounting Software to Fund Associates

26th June 2018

Company: FundCount
Read the case study to learn how FundCount provided Fund Associates, a fund administrator, with seamless integration of portfolio, partnership and general ledger accounting on one platform. FundCount's powerful software enables Fund Associates to structure new business investments and aid emerging manager clients launch their funds efficiently.... read more

Digital Modernization Through Migration to a New Core Banking System

22nd June 2018

A Top 10 Mexican bank was embarking on a new digital banking initiative to modernize and combine their legacy platforms for their banking system software into a new, single, core banking system. To achieve success, they needed a data migration tool that could transform and move all of their data into this system. read more
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Partnership and Portfolio Accounting software– Fund Administration

19th June 2018

Company: FundCount
FundCount's integrated portfolio and partnership accounting software supports the different reporting requirements of Beacon Fund Services' onshore and offshore entities. The software handles the full range of security types and offers a fully integrated multicurrency general ledger that ensures accurate, consolidated information for analysis and... read more
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Case Study: Improving Operations with FundCount's Integrated Accounting Software

6th June 2018

Company: FundCount
FundCount enables Benefit Trust, an institutional trustee and custodian, to perform all core portfolio accounting functions and run financial reporting in a single system. From automating the calculation of interest on Guaranteed Insurance Contracts in multiple portfolios to automating the dividend process, FundCount has provided across-the-board... read more
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Societe Generale & Imagine Software Create A Win-Win Risk Management System

5th June 2018

Imagine and Societe Generale worked in parallel on: model validation, technical integration, and sharing of datasets, as well as tailoring interfaces to user requirements. “The model validation, replication and transparency objectives are driven by Societe Generale’s regulatory needs,” says Alex Manguer, Societe Generale’s Global Head of... read more