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 cross-entity reports
- Turn data into insight with customized visualizations
Download the Family Office Solution Sheet to learn more.