High net worth individuals often consider allocating at least some of their portfolio spread toward alternative investments. Diversifying your portfolio with a mix of alternative and traditional investments can help you hedge against market, interest, and inflation risks. Although traditional investment avenues can produce steady returns, they are also subject to increased volatility, especially during…
Overhauling Legacy Systems
Legacy Systems: Is it time for an overhaul? Three words that are sure to give CTOs sleepless nights are legacy system modernization. Most businesses are still using software solutions that are well past their sell-by date. Furthermore, these monolithic systems have become increasingly obsolete due to a lack of vendor support. So, what do you do…
Innovative Wealth Management Software
Wealth management software can be a trusted guide in the financial industry, providing efficiency, accuracy, and enhanced client experience. However, choosing the wrong system can create a major distraction and headache. This article provides a map to navigate through common challenges in wealth management software, leading you to innovative approaches that promote efficiency, security, and…
Fund Accounting Software Features to Look for in 2023
As we enter 2023, fund accounting is undergoing rapid changes due to technological advancements and evolving business requirements. With a plethora of new capabilities available, it can be difficult to discern the most crucial ones for your organization. This article outlines essential features to consider when selecting fund accounting software, such as real-time reporting, aggregated…
The Key to a Successful Software Implementation
One of the frequently asked questions of the FundCount sales team is “How much time is this implementation going to take me?” We love this question! It is the key to any successful implementation. Our expert implementation colleagues can suggest an answer to this once we are engaged with a client, but the underlying substance…
FundCount’s Global Client Base
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!
