Case Studies

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FundCount: Providing Integrated Accounting Software to Fund Associates

11th March 2019

Company: FundCount
Learn how FundCount provided Fund Associates 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. Download the case study to learn more. read more

Case Study –Bringing Integrated Accounting & Reporting to Beacon Fund Services

5th March 2019

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 real-time general ledger that ensures accurate, consolidated information for analysis and... read more
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Van Lanschot case study

21st February 2019

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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How Millennium bcp Made the #NextGenBank a Reality

21st February 2019

Company: Auriga
Like so many other banks, Millennium bcp is reviewing its large branch network. While this has led to some closure and relocation of branches, Millennium BCP was determined to use the review as an opportunity to create a new kind of customer-centric branch format for the future. To ensure long-term protection of their estate, Millennium BCP... read more
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Case Study: Improving Operations with FundCount's Integrated Accounting Software

20th February 2019

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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Case Study: Frictionless Client Onboarding for Accountancy Firms

14th February 2019

Company: ID-Pal
UHY Farrelly Dawe White was looking for a client on-boarding solution that would be effective and efficient for both the business and the client. The business on-boards new clients face-to-face in their offices, as well as in-person at off-site locations. However, this process was proving to be quite inconvenient and frustrating for the client and... read more
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ID-Pal Case Study – Credit Union Launches Member-Driven Technology

13th February 2019

Company: ID-Pal
In 2018, TUI Credit Union rolled out the ID-Pal solution across their Credit Union. Using the ID-Pal member app, members are now able to securely submit their on-boarding documentation at their own convenience – anytime, anywhere in less than a minute – making the on-boarding process extremely simple and convenient for members.... read more
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Case Study: Lupton Family Office Implements FundCount Accounting Software

18th December 2018

Company: FundCount
FundCount's integrated portfolio and partnership accounting software brings greater visibility and efficiency to the Lupton single family office. Download the case study to learn more. read more
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Case study: Argenta

11th December 2018

Company: Five Degrees
Get to know why Argenta is certain that the Matrix platform was the best match for Argenta's requirements and how Matrix allows Argenta to integrate other services, both at the front end and at the back end. Download the case study here. read more
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Farm Credit Bank of Texas Doubles Loan Portfolio with All-In-One Lending

28th August 2018

Company: Finastra
Discover how Farm Credit Bank of Texas is unifying its entire lending portfolio with an integrated approach that boosts operational insight and efficiency, and gives its business room to grow. read more