In our previous post (linked here), we shared a visual representation of the past 22 years of FundCount milestones. Our reach now spans 26 countries and counting! Please see the map below for a glimpse of our worldwide presence.
22 Years of Exciting Milestones: A Timeline of Our Journey
Last year, we celebrated our 22nd anniversary. We created a timeline showcasing the most exciting milestones of our journey, including our first clients in different verticals and countries, significant product developments, and how we have grown in size over time. Enjoy!
Revolutionizing Accounting with AI and ChatGPT
Artificial Intelligence (AI), such as ChatGPT and similar technology is revolutionizing the financial industry, and companies that are now taking advantage are primed to reap the benefits of this transformation. AI has the power to enhance automation, improve analysis, provide personalized recommendations, and enhance security in financial operations. Enhanced Automation The field of accounting has…
Meet the FundCount Team: People Behind the Software
Our team has more than 550 people-years of experience in Wealth Management, Funds or Fund Administration, and in Accounting and Reporting roles. Combined years of experience is represented in major firms such as EY, Deloitte, KPMG, PWC, CITCO and others. We speak 20 languages and retention is 15+ years!
The Power of Data-Driven Wealth Management Systems
As the wealth management industry becomes more competitive and complex, financial institutions are increasingly turning to analytics to gain a competitive edge. Analytics can help wealth management firms to make better investment decisions, optimize their operations, and deliver a more personalized experience to their clients. In this article, we will explore the journey of analytics…
FundCount Wins Best Client Accounting System Award
FundCount proudly took home the “Best Client Accounting System” award at the Tenth Annual WealthBriefing Swiss Awards 2023. Showcasing ‘best of breed’ in the Swiss region, the awards have been designed to recognize outstanding organizations grouped by specialty and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during…
Small Family Office Software for Wealth Management
For families managing wealth, efficiency and organization are vital components of success. In the era of technological advancements, streamlining manual processes has become increasingly possible. Enter small family office software – a comprehensive solution to simplify wealth management operations. This software is an array of features that assist in the management of investments, finances, and…
It Is All About Data Flexibility — Not The Software!
Often, I see prospects concentrate on the functionality, and even features, of a software solution in an attempt to make the right procurement decision. Judging by the number of times prospects select something other than FundCount, and then come back to us years later, this approach may not be the most productive way to go…
Transforming Accounting with Analytics
As organizations generate more data, data management and the use of analytics are becoming more critical. While accounting has been slow to adopt analytics, traditional methods of data management and decision-making are becoming increasingly challenging with the growing volume of data. Thus, embracing analytics and transforming data management is crucial for accountants to keep up…
