A Roadmap for High Net Worth Families The journey of substantial wealth accumulation often ushers high net worth individuals and their families into uncharted territories. These new realms present both exhilarating opportunities and fresh challenges as the family adapts to the intricate dynamics of wealth. A crucial decision that may surface in this journey is…
Fund Administration vs Fund Accounting: A Comparative Analysis
Unraveling the Intricacies of Financial Management Within the intricate financial ecosystem, two pillars stand tall and can be expressed as fund administration vs fund accounting. Both intricately woven into the fabric of investment funds, their contributions to smooth operation can sometimes lead to confusion and conflation due to their interconnected natures. To pierce the veil…
5 Things to Consider When Starting a Fund Administration Business
Cornerstones for a Successful Fund Administration Launching a fund administration business is not much different than starting any other entrepreneurial venture. It’s important to understand why the particular business is of interest to you, determine the upside potential, and be realistic about the barriers to entry and resources needed to get it off the ground…
Mastering Data Literacy for Accounting & Portfolio Management
From Raw Numbers to Meaningful Insights Data literacy is about understanding and interpreting data, which is crucial in accounting and portfolio management. These fields are increasingly leveraging data, and systems are being designed to present this data in an understandable format. This allows professionals to extract insights for informed decision-making, efficient processing, and personalized investment…
Power BI’s Data-Driven Advantage for Family Offices
Transform Data into Compelling Insights with Mobile-First, User-Friendly Reporting Family offices and asset managers are constantly seeking sophisticated yet user-friendly online reporting solutions that empower their clients to make informed investment decisions. Power BI is just such a powerful yet intuitive tool that seamlessly integrates with other software, enabling its users to present and gain…
Managing Your Investments with Portfolio Accounting Software
Leveraging the Back Office for Informed Investment Decisions and Actionable Insights Portfolio management faces several challenges for any portfolio accounting software system. One of them is complexity, which arises from the need to evaluate various asset classes, balance different investment vehicles, conduct due diligence, and adapt strategies to the ever-changing market conditions. Reporting is another…
Tier 1 Fund Administration Solution
Cost Savings with a Focus on Growth and Efficiency Fund administration and top tier financial professionals face challenges such as managing diverse asset classes across multiple platforms, high transition costs, operational risks, and the potential loss of key personnel in a competitive labor market. A fund administration solution is needed that can streamline operations, reduce…
Cloud-Based Investment Management Benefits
The Efficiency and Accessibility of Cloud-Based Investment Management Moving your investment management operations and backups to a cloud-based investment management system offers numerous advantages beyond just cost savings. One of the most significant benefits is unique accessibility, allowing you to access your data from anywhere in the world as long as you have an internet…
FundCount Year in Review
Reflecting on Progress, Looking Forward to the Future As the holiday season approaches, we at FundCount are taking a moment to express our sincere gratitude for your continued partnership and trust. It’s been a year of fruitful collaboration, marked by key achievements and milestones that have strengthened our partnership and your path to success. Let’s…
