Main Family Office
“We never anticipated that a software solution could make us even more efficient, but FundCount did just that.”
Marcie Odum, CFO of The Lupton Company
This diagram offers a comprehensive view of how FundCount simplifies complex data and operating environments.
On the left, you’ll find external inputs, while the right showcases key outputs. The center highlights where FundCount’s magic occurs. The grey streams between them illustrate the complex interrelationships from input to output data. FundCount is designed to handle this complexity, transforming diverse data sources into meaningful outputs.
FundCount introduces the Family Office KPI initiative to the community, aiming to boost transparency and efficiency in wealth management. Developed over 15 years, it’s a quick 15-minute assessment tool, not just a survey. This carefully designed methodology helps families and their offices align goals and foster continuous improvement.