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FundCount Year in Review

Reflecting on Progress, Looking Forward to the Future

As the holiday season approaches, we at FundCount are taking a moment to express our sincere gratitude for your continued partnership and trust. It’s been a year of fruitful collaboration, marked by key achievements and milestones that have strengthened our partnership and your path to success.

Let’s take a moment to reflect on the significant progress we’ve made together. 

Year in Review

Celebrating Accomplishments

2023 has been a year of remarkable progress, fueled by impactful advancements designed to empower your success. Let’s take a closer look at some key milestones:

Empowering Family Offices:

We unveiled a free online Family Office KPI Tool, granting families, family offices, and asset management executives unprecedented insights into their effectiveness and efficiency. This comprehensive assessment methodology and benchmarking tool allows you to measure the quality of your work and identify areas for improvement, ensuring exceptional service for your families. This free tool directly supports our mission to provide wealth and asset management firms with cutting-edge solutions that streamline operations, improve efficiency, and enable them to deliver better service to their clients.

Enhanced User Experience:

Our commitment to a seamless experience took center stage with the launch of a fresh, intuitive company website. Navigate with ease, explore new features, and access helpful resources more readily than ever before.

Global Engagement & Recognition:

We actively fostered connections and shared expertise throughout the year. From the USA Business Trip where we went on the road to meet you and discuss your needs and ways we can support your goals, and FundCount Front-Office Offerings in Cyprus to our three successful events in Singapore, we were honored to engage with you face-to-face.  

Award-Winning Innovation:

Our relentless pursuit of excellence has been lauded by the industry, culminating in a shower of prestigious awards throughout the year. Among these accolades are the WealthBriefing Swiss Awards Best Client Accounting System and Client Communications Solution from WealthBriefing MENA Awards 2023. Our commitment to sustainability earned us the Best ESG Reporting System title, while our groundbreaking work in portfolio management, accounting, and beyond led to additional industry accolades. But the recognition doesn’t stop there. Our hard work has earned us shortlisting in an unprecedented 5 categories for the esteemed USA PAM Awards, a testament to our position at the forefront of industry innovation.

These interactions and awards underscore our dedication to pursue industry best practices and operational excellence. We remain dedicated to pushing boundaries, delivering powerful solutions, and fostering a partnership that fuels your success.

Enhancing Your Experience

Our commitment to your success has been the driving force behind our initiatives this year. We’ve made significant strides in extending our Client Success Management (CSM) team to better meet your professional needs. With strategic hires this year and plans for further expansion next year, we’re continually improving our support to serve you better. Expanding the CSM team reflects our commitment to pursue industry best practices and operational excellence by ensuring you receive exceptional support.

The FundCount Academy is another testament to our dedication. It’s not just an implementation tool; it’s an onboarding platform for our clients, constantly evolving to provide you with the best experience. This continuous evolution empowers you to turn accounting data into valuable intelligence, fueling informed decisions and maximizing success.

We’re also proud to share that we’ve created four new case studies this year, in collaboration with our clients. Interestingly, the “Case Study” section has become the most popular on our website, reflecting the value these real-world examples bring to our community. The popularity of these real-world examples demonstrates how we fulfill our mission to provide wealth and asset management firms with the tools they need to excel.

Your feedback has been invaluable in this journey. 

We encourage you to continue sharing your experiences on platforms like Capterra. Your insights not only help us improve, but also assist other businesses in making informed decisions.


Building a Brighter Future Together

At FundCount, we’re constantly striving to innovate and bring you the latest advancements to empower your success. 

Enhanced Foundation:

  • We’re investing in robust technological infrastructure to ensure the platform’s stability, scalability, and performance. This includes upgrading key systems for greater efficiency and security.
  • We’re streamlining access and improving security through next-generation authentication methods.

Empowering Efficiency & Communication:

  • We’re committed to improving communication channels and workflows. Stay tuned for updates that will simplify data analysis, streamline reporting, and facilitate secure client interactions.
  • Expect advancements in report generation speed and flexibility, offering you greater control and insights.

Elevated User Experience:

  • Your data’s protection is our unwavering commitment. We’re constantly implementing the latest security advancements to ensure your information remains safe and secure. 
  • Get ready for a refreshed and intuitive interface for a more user-friendly experience. This includes streamlining navigation, automating tasks, and providing customization options.

Harnessing the Power of Data:

We’re exploring advanced data analysis tools and automation to bring you deeper insights and empower informed decision-making.

A Continuous Journey:

We’re deeply grateful for your feedback and partnership in fueling our continuous innovation. Our journey is driven by your needs, and we remain dedicated to exceeding expectations and building a future where technology unlocks your limitless potential.

Warm Holiday Wishes

As we close this year, we extend our warmest wishes to you and your teams for a joyous holiday season and a prosperous New Year. We look forward to continued collaboration and shared success in the year ahead.


Alex Ivanov, FundCount CEO and Co-founder  

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