Back to Directory
View profile →
View profile →
Compare
Side-by-side comparison
FundCount
Wealthworks+
Provider Type
Technology Providers
Technology Providers
Tagline
Turn accounting data into valuable intelligence
—
Founded
1999
—
Location
United States of America
United Kingdom
Verified
Verified
Not verified
Categories
AccountingConsolidated ReportingFund AccountingPortfolio ManagementReporting
Consolidated ReportingCRMPortfolio Management
Services
Wealth Management
—
Target Segments
Multi-family officeSingle-family officeFund manager
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
—
—
Client Types
—
—
Provider Type
Technology ProvidersTagline
Turn accounting data into valuable intelligenceFounded
1999Location
United States of AmericaVerified
VerifiedCategories
AccountingConsolidated ReportingFund AccountingPortfolio ManagementReporting
Services
Wealth Management
Target Segments
Multi-family officeSingle-family officeFund manager
Regions Served
—Client Types
—Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United KingdomVerified
Not verifiedCategories
Consolidated ReportingCRMPortfolio Management
Services
—Target Segments
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
—Client Types
—Website
—Looking at other providers?
Browse Directory