Family Office Checklist for Qualifying Vendors and Technology

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Whether you’re replacing a legacy system or implementing new technology, understanding your firm’s needs and the capabilities of potential vendors is key. Download our Family Office Self-Assessment and Vendor Checklist for 20 self-assessment questions and 10 vendor qualification questions to ask before embarking on your next technology project.

FundCount Managed

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FC Managed is a flexible service for clients that operate FundCount themselves but need additional systems expertise and application-level support. Benefits include: Tailor the level of service to your firm’s needs and expertise Flat-fee monthly support contracts Extensive monitoring of hardware and software to keep your operation running smoothly High-availability disaster recovery 24/7 expert support…

FundCount Hosted

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A fully hosted and managed implementation of FundCount that lets you focus on what you do best – run your business. Benefits include: Significant infrastructure and operational savings Flat-fee cost structure Day-to-day support Comprehensive disaster recovery Compliance with ISO standards for security and quality Download the FC Hosted Solution Sheet to learn more.

Family Office Focus – Efficiency in Accounting and Investment Analysis

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Family offices spend up to 40% of working hours on manual processes. This is just one of the many findings detailed in Efficiency in Accounting and Investment Analysis, a comprehensive research report by Family Wealth Report in partnership with FundCount. Based on a survey of 44 firms worldwide and interviews with 20 senior executives representing…

The Secret Hong Kong and COVID-19 Share (and what it means for asset managers)

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Hong Kong has offered a stable and welcoming environment to asset managers for more than 20 years, steadily building steam to emerge as a financial powerhouse behind New York and London. With its business-friendly tax structure and position as a gateway to China, one of the world’s largest markets, this semi-autonomous region is home to…

COVID 19 – The Ultimate Black Swan Event for Stress Testing Your Firm’s Operations

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A black swan event in finance is characterized by its rarity, unpredictability, severe impact and the belief that maybe – just maybe – it was actually obvious and we should have seen it coming. This sounds quite a bit like COVID-19. Nassim Nicholas Taleb, a former Wall Street trader who popularized the phrase black swan…