Join us for an exclusive, client-focused event where FundCount Clients and Partners come together to share insights, collaborate, and drive innovation. This conference is designed to provide you with valuable discussions, hands-on learning, and networking opportunities that empower you to maximize your FundCount experience.
Why attend
01
Network & Collaborate
Connect with industry peers, exchange best practices, and explore new partnership opportunities.
02
Stay Ahead
of the Curve
Gain insights into the latest advancements in AI, compliance, and cybersecurity.
03
Exclusive Product Updates
Be the first to learn about FundCount’s latest innovations.
04
Client-Centric Approach
Every session and discussion is tailored to your needs, challenges, and future success.
Conference Agenda
(High-Level Overview)
Final agenda will be announced soon.
AI Innovations in Financial Technology
Explore the latest advancements in AI-driven reconciliation, data capture, and automation.
2
FundCount Product & Technology Updates
- Progress since May 2024: Key updates and service enhancements
- Future roadmap: What’s next for FundCount
3
Compliance & Cybersecurity
Discuss the evolving regulatory landscape and best practices for safeguarding your firm’s data.
4
FinFly: The Future of Data Aggregation & Investor Portals
Discover how FinFly is revolutionizing data aggregation and investor experiences.
Meet the Speakers
Event Details
Dates
16 October, 2025
Welcome Drinks & Informal Networking (Evening)
17 October, 2025
Conference Day (8 AM - 1 PM)
Location
Houston, Texas, USA
Conference Fee
$499 per attendee
Your conference fee includes:
✅ Access to all sessions and discussions
✅ Networking opportunities with FundCount executives and fellow Clients
✅ Welcome evening networking with cocktails
Hotel Accommodation
Please note that the conference fee does not include hotel accommodation. Attendees are responsible for booking their rooms directly with a hotel of their preference. We recommend securing your reservation early to ensure availability.
Secure Your Spot
This is an invite-only event with limited capacity. Secure your spot today!
FAQ
The registration fee includes access to all conference sessions, networking events, and the welcome cocktail reception on the evening of October 16.
No, hotel accommodation is not included in the registration fee. Attendees are responsible for booking their own accommodations.
✅ Cancellations made on or before September 15, 2025: Full refund, minus any processing fees.
✅ Cancellations made between September 16 and October 1, 2025: 50% refund.
✅ Cancellations made on or after October 2, 2025: No refund will be issued.
Yes, you may choose to attend only the official conference sessions on October 17 and skip the informal networking on October 16.
The dress code is business casual. We recommend bringing a light jacket or sweater, as conference rooms may be cool.
Some session materials may be shared with registered attendees after the event. However, live presentations and discussions are exclusive to conference participants and will not be recorded.
If you need to update your registration information, please contact Nikita Bowen at n.bowen@fundcount.com. Changes must be made before October 13, 2025.
For any inquiries, please reach out to Nikita Bowen at n.bowen@fundcount.com
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