FundCount

Category

Portfolio Management

Country

United States of America

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Get in touch with FundCount

Ashley Whittaker

Contact Ashley Whittaker

FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals. Based on a general ledger, they started in the hedge fund space but today provide fund- and partnership accounting to a wide range of asset- and wealth professionals with offices in Europe, North America, Asia and Australia.

What sets FundCount apart?

"We provide wealth and asset management firms with cutting-edge accounting, analysis and reporting solutions that enable them to deliver better service to their clients."
Ashley Whittaker

Category

Portfolio Management

Country

United States of America

Visit website

Get in touch with FundCount

Ashley Whittaker

Contact Ashley Whittaker

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Employees

  • 50-100

Founded

  • 1999

Ownership

  • Owned by management

Incorporated

  • United States of America

Locations

  • Boston
  • London
  • Singapore
  • Sydney
  • Zurich

Top 5 Markets

  • Australia
  • Switzerland
  • United Kingdom
  • United States of America

Focus

  • Multi-family offices

Secondary focus

  • Individual wealth owners
  • Single-family offices
  • Fund managers

What clients say about FundCount?

“We can drill down through complex structures and nested entities to see actual net worth – something that was not possible with spreadsheets.”
David Bloom, Senior Wealth Advisor at TFO Phoenix Company

Support & services

Learn what support and services you can expect

Support options

General contact mail or phone
Dedicated contact

Pricing of support

On use basis
Based on SLA

Onboarding

A business analysis phase can be expected to take between 4 and 12 weeks ordinarily, depending on scale, complexity, and the availability of client resources.
The Build Configure & Test phase, the implementation, is determined in the Business Analysis Phase.
Usually, it takes less than 10 weeks for small firms, up to 6 months for medium firms, and more for large groups (50+ entities).

Customisation

Yes

Bespoke development

Should a client need specific functionality that is not covered with standard solutions capabilities or integrations, we can customize the solution accordingly.

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Simple solutions for complex times.