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Multi-Family Office

Simplify complex investment accounting and reporting. Aggregate, track, and report across family entities quickly and easily

Family Office KPI report

Resolve the historical difference in the Family’s and Family Office’s views on the significance of the Family Office’s operational excellence and budget constraints.
Learn more about Family Office KPI


Multi-asset class support

Benefit from comprehensive support for all financial instruments, including marketable and non-marketable securities and investments. Manage your diverse portfolios with a robust solution and enhance your financial strategy.

Integration with market sources

Seamlessly integrate data from custodians and brokers to access crucial information about ownership of marketable securities. Ensure accurate tracking of securities ownership.

Automatic reconciliation

Efficiently search for inconsistencies, effortlessly make corrections in automatic or manual mode, and ensure accurate financial data integrity for reliable reporting and analysis.

Improved efficiency

Enhance operational efficiency by supporting workflows for confirming payments based on various parameters such as payer, payee, amount, and more. Save time and maintain better focus.

Any report at any time

Enjoy the convenience of preparing fully flexible reporting 24/7 without any requirement to close the books, empowering you to make informed decisions at any time.

Multilingual support

Expand your global reach and cater to diverse clients by effortlessly generating reports in any language, ensuring seamless communication and understanding across borders.

Freedom in deployment model

Install the solution on premises or in a public or private cloud to ensure client’s data safety and ease of access to the software for employees and family members.

Easy scaling

Trust FundCount to operate the largest family offices with no downtime or performance degradation during the reporting period, regardless of the number of families served or reports prepared.

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See FundCount’s integrated accounting and reporting solution in action!
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