Family offices and asset managers are constantly seeking sophisticated yet user-friendly online reporting solutions that empower their clients to make informed investment decisions. Recognizing this need, FundCount adopted Power BI, part of the Office 365 suite, as our standard client-facing online reporting platform. This powerful yet intuitive tool seamlessly integrates with our software, enabling clients…
Archives for March 27, 2024
Arriving at a Single Source of Truth
How this is Achieved for Fund Administrations and Family Offices Both fund administrators and family offices face a common challenge: managing complex financial data from diverse sources using accounting software designed for other industries. This leads to a reliance on spreadsheets for data gathering, reconciliation, and reporting, creating a time-consuming and error-prone process. Finding a…
