Can you easily manage the investments and documents of your family office? Technology has made significant strides in the past few years, making data management clearer for investors, fund managers, custodians, and other investment professionals. As the intricacy of investment types continues to grow, such as the rise of digital assets and hedging against uncertain…
Webinar – Efficiency in Accounting and Investment Analysis
FundCount has recently revisited a comprehensive study performed by the Family Wealth Report, which looked at the accounting and investment challenges faced by family offices. Listen to Katherine Dunlevie William Trout Ashley Whittaker and Tom Burroughes discuss report findings for Family Office Focus – the Industry’s Efficiency in Accounting and Investment Analysis.
Why Bother Spending Money on Specialist Investment Software?
A common challenge for any investment software provider seeking to provide portfolio and partnership accounting and reporting mid / back office solutions is the perceived cost to a prospective client of the software solution. The Middle East and Indian sub-continent represent the apogee of this concern, given the low cost of accounting labour and of…
Family Office Accounting Software 4-Step Guide
Family offices retain sophisticated and complex portfolios compared to other general wealth management groups. Manual processing leads to an increased risk of errors and making important decisions based on inaccurate information. This is why many family offices are leveraging the capabilities technology offers by investing in accounting software. Certain software programs aren’t developed to handle…
Everything to Know About a Single Family Office
The number of single family offices continues to climb as the years go on. What once was an estimated 3,000 – 5,000 in 2011 has now grown to over 7,000 active offices throughout the United States. The popularity of single family offices isn’t a coincidence. In fact, family offices provide an abundance of benefits with…
Reducing Cybersecurity Risks in Family Offices
Cybercrime is one of the most prevalent threats to family offices, with studies showing 26% of family offices have already faced a cyberattack. Does this surprise you? Many family offices focus on hedging against financial risks and neglect to implement the right cybersecurity safeguards to minimize data breaches. Understanding why your family office is a…
Accounting Software Implementation Traps and How to Avoid Them
An Update on the Industry’s Efficiency in Accounting and Investment Analysis
2022 Year in Review: A Word From Alex Ivanov
2022 has not been kind to the financial markets. Particularly hard hit has been crypto and tech. It may be a surprise to hear then that from our industry perspective, technological innovation experienced a booming bull market and we have been able to leverage this trend by making FundCount better than ever. Economic pressures encourage…
