Document Management

Document Management

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Facilitate document management and improve workflow with apps that integrate with FundCount to provide templates, collaboration tools and editing.

  • Accommodate different file types to meet your varied business requirements
  • Store documents for your organization within a secure space
  • Seamlessly integrate the secure document storage into your business processes
  • Quickly access supplemental documents directly from FundCount for your book of records

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INDUSTRIES

  • Single Family Office
  • Multi-Family Office
  • Asset Management
  • High-Net-Worth Individuals
  • Hedge Fund
  • Private Equity
  • Fund Administration

SOLUTIONS

  • Portfolio Accounting
  • Partnership Accounting
  • Investor Portal
  • Reporting
  • General Ledger
  • Data Aggregation
  • AppUniverse

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