Why Family Offices Need a Centralized Data Approach Family offices, known for managing complex portfolios and the diverse wealth of high-net-worth families, often lag behind in technology investment. Unlike corporate structures, family offices tend to rely heavily on manual processes and traditional tools like spreadsheets, which are error-prone and require substantial manual oversight. For family…
Report: FundCount Named for its Integrated Family Office Software and PE Capabilities
Family offices today face increasing pressure to streamline operations while managing diverse investment portfolios and safeguarding data privacy. A recent report by Simple examines the latest trends in family office technology, highlighting the growing role of AI and the need for better platform integration. Based on insights from over 7,800 users and in-depth discussions with…
Selecting Private Equity Software: What You Need and What You Don’t
Private equity firms face unique challenges that demand precise and scalable software solutions. Complex investment structures, like layered waterfall calculations or multi-jurisdictional tax treatments, require back-office systems capable of handling intricate data flows with minimal errors. For example, a firm managing multiple funds across various asset classes might struggle with consolidating financials, especially when dealing…
Case Study: How FundCount Solved a Family Office’s Data Headache and Saved Time and Money
Background The client, a Canadian-based family office, manages a large portfolio with investments spread across multiple asset classes including equities, fixed income, and real estate. The firm was already using FundCount, an industry-leading solution for accounting and reporting, but faced challenges with data integration from external sources. As with many family offices, they dealt with complex…
How Blockchain Technology is Shaping the Future of Wealth Management
Blockchain technology is no longer a buzzword confined to cryptocurrency circles. Its core attributes—decentralization, immutability, consensus mechanisms, and streamlined transactions—are now reshaping the wealth management industry. With use cases extending across portfolio management, client onboarding, and real-time settlement models, blockchain offers a transformative approach to enhancing business processes, optimizing efficiency, and improving client outcomes. This…
New Fund Administration Accounting Requirements
The surge in regulatory changes and accounting standards is forcing fund administrators to rethink their entire approach. New fund administration accounting requirements aren’t just tweaks—they’re reshaping how administrators handle everything from revenue recognition to cross-border tax reporting. As funds diversify into ESG, digital assets, and other complex investment vehicles, traditional methods are no longer enough….
How Small-to-Mid-Size Hedge Funds Can Survive 2024
Tackling Rising Costs, Cybersecurity Risks, and the Talent Shortage The hedge fund industry has changed dramatically since 2018, yet many of the core challenges identified back then—compressed margins, rising regulatory demands, and fierce competition—continue to define the landscape. The ongoing question for small-to-mid-sized firms remains: how can they not only survive but thrive? To address…
Bloomberg Certification for FundCount Users adds Huge Value!
In an industry where data accuracy and accessibility are paramount, FundCount’s Bloomberg certification solidifies its place as a leader in investment management software. This certification isn’t just a checkmark on a list—it’s a reflection of the platform’s ability to handle the complex and high-volume data needs of financial professionals seamlessly. Key Takeaway: Bloomberg certification allows…
Regulatory Trends and Challenges for 2024
The post-2008 regulatory wave has led to significant ongoing reforms that continue to reshape asset management in 2024. Complex requirements around transparency, ESG reporting, and investor protection are now the norm, with more stringent oversight increasing operational costs and compliance burdens. Asset managers and investment firms face tighter rules on liquidity management, AML, and beneficial…
