FundCount provides integrated accounting and investment analysis software for single and multi-family offices, fund administrators, hedge funds and private equity firms worldwide. FundCount improves operational efficiency and delivers accurate, timely information and flexible reporting to clients worldwide.

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3 Ways to Reduce Software Implementation Risks

14th April 2021

Any wealth or asset management firm that has undertaken a search for new back-office accounting and investment software knows firsthand how involved the process can be. There is a lot of risk on the line. Learn how to reduce risk, avoid a long and costly procurement process, and improve the long-term success of your project. Read our blog for...
Case Study: FundCount Brings Greater Efficiency to the Lupton Family Office

7th April 2021

FundCount's integrated portfolio and partnership accounting software brings greater visibility and efficiency to the Lupton single family office. A review process that once took as much as three days can now be accomplished in a single day. Download the case study to learn more.
What the Volcker Rule Changes Mean for Family Offices

30th March 2021

Recent changes to the Volcker Rule provide banks with more flexibility to invest in or sponsor certain activities in hedge funds, private equity funds and family wealth management vehicles – known collectively as “covered funds.” The exclusion of family wealth management vehicles and other funds from the covered fund provisions is clearly...
Case Study: Providing Integrated Accounting Software to Fund Associates

24th March 2021

Learn how FundCount provides 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.
Thinking of Asking Your Vendor for a Proof of Value? Think Again

17th March 2021

When it comes to purchasing software, it is no secret that companies like to ‘try before they buy.’ As a result, the Proof of Concept (PoC) and Proof of Value (PoV) have become so pervasive in the software selection process that companies routinely request these processes. However, neither option is the best way to assess whether the...
5 Steps to Implementation Success

10th March 2021

Ready to embark on a new back-office accounting software implementation for your firm? Discover the 5 steps that will ensure your project’s success. FundCount’s implementation process gets you up and running on our accounting and investment analysis software quickly and with minimal disruption to your business. Download the infographic.
FundCount: Benefits of an Integrated General Ledger

2nd March 2021

Asset managers and other investment professionals can gain a single source of truth with FundCount’s integrated portfolio and partnership accounting, general ledger and reporting software. Download the infographic to learn more.
The 5 Pillars of Good Governance for Family Offices

24th February 2021

As Ayn Rand said, “Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” Good governance, however, puts you in the driver’s seat. It provides a framework to guide decision-making and safeguard the family’s wealth for generations to come. Discover the five pillars that will help get you...
Bitcoin or Bust: Why Cryptocurrency is Here to Stay

8th February 2021

Investing in Bitcoin, or any cryptocurrency, is not for the faint of heart. Originally launched in 2009, Bitcoin has climbed and crashed several times over the years. But none of this compares to the rollercoaster ride that started in 2017. It culminated recently with an incredible ….
Benefit Trust Improves Operations with FundCount Integrated Accounting Software

26th January 2021

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...