A fully hosted and managed implementation of FundCount that lets you focus on what you do best – run your business. Benefits include: Significant infrastructure and operational savings Flat-fee cost structure Day-to-day support Comprehensive disaster recovery Compliance with ISO standards for security and quality Download the FC Hosted Solution Sheet to learn more.
Archives for October 8, 2020
FundCount Managed
FC Managed is a flexible service for clients that operate FundCount themselves but need additional systems expertise and application-level support. Benefits include: Tailor the level of service to your firm’s needs and expertise Flat-fee monthly support contracts Extensive monitoring of hardware and software to keep your operation running smoothly High-availability disaster recovery 24/7 expert support…
Family Office Checklist for Qualifying Vendors and Technology
Whether you’re replacing a legacy system or implementing new technology, understanding your firm’s needs and the capabilities of potential vendors is key. Download our Family Office Self-Assessment and Vendor Checklist for 20 self-assessment questions and 10 vendor qualification questions to ask before embarking on your next technology project.
