Cybercrime is on the rise. While data breaches at large organizations from SWIFT to the IRS make front-page news, no company large or small is immune. Family offices, fund administrators and other firms whose success is built on trust and establishing strong investor relationships stand a lot to lose from a cyberattack. If data integrity…
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Thinking of Asking Your Vendor for a Proof of Concept or Proof of Value? Think Again!
When it comes to purchasing software, it is no secret that companies like to ‘try before they buy.’ This holds true for companies of all sizes, whether a large fund administrator implementing a costly enterprise system or a more modest single family office looking for a simple portfolio accounting solution. As a result, the Proof…
Benefits of an Integrated General Ledger
FundCount Implementation: Ensuring Your Success
Managed Hosting
Family Office
Spreadsheets and manual processes don’t provide the efficiency – or insight – to meet the needs of today’s family offices. Discover a better way with FundCount. Support for virtually all investment types and structures Track cash flows and investments across intertwined entities and transactions Automate import and export of custodial data Create consolidated look through…
