BOSTON, MA, March 24, 2020 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was named Best Consolidated Reporting solution in the 2020 Family Wealth Report awards. These highly regarded annual awards showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities that have demonstrated innovation and excellence throughout 2019…
FundCount Takes Top Honors at the Private Asset Management and the WealthBriefing Swiss Awards
BOSTON, MA, February 13, 2020 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced today that it has won two prestigious industry awards: “Best Partnership Accounting” at the Private Asset Management (PAM) awards and “Best Client Accounting” at the WealthBriefing Swiss awards…
Hunting for Family Office Technology
Hunting for family office technology was the topic of an article in Family Wealth Report by F2 Strategy, a technology consulting firm to the wealth management industry. While the article was on point in many ways, one thing in particular was completely inaccurate — their claim that a single accounting solution that handles accounting G/L,…
FundCount Wins WealthBriefing MENA Awards for Best Client Accounting Solution and Best Client Communications
BOSTON, MA, November 26, 2019 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was named Best Client Accounting Solution and Best Client Communications Solution at the recent WealthBriefing MENA Awards ceremony in Dubai. These annual awards recognize solutions providers in the global private banking, wealth management and trusted advisor communities that were deemed by an independent panel of judges to have demonstrated innovation and excellence during 2019…
Sanlam Goes Live with FundCount’s Integrated Accounting Software
BOSTON, MA, July 17, 2019 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that Mauritius-based Sanlam Trustees International, Ltd., a diversified financial services group, has gone live with FundCount. The company is using FundCount to administer a select number of its global investment portfolios to clients…
FundCount Wins Best Client Accounting and Best Client Reporting Solution at the WealthBriefingAsia Singapore Awards
BOSTON, MA, June 4, 2019 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was awarded the title of Best Client Accounting and Best Client Reporting solution at the WealthBriefingAsia Awards in Singapore. These annual awards showcase best of breed providers in the global private banking, wealth management and trusted advisor communities that were deemed by an independent panel of judges to have demonstrated innovation and excellence during 2019…
FundCount Wins ‘Best Hedge Fund System’ in the Bobsguide Technology Awards
BOSTON, MA, June 25, 2019 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was awarded the title of Best Hedge Fund System by bobsguide, an online platform and global information resource for the financial technology sector…
Family Wealth Report and FundCount Release Comprehensive Benchmarking Study on Operational Challenges of Family Offices
BOSTON, MA, March 21, 2019 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced the release of Family Office Focus: Efficiency in Accounting and Investment Analysis. Produced by Family Wealth Report and sponsored by FundCount, this groundbreaking study provides empirical insight into the key operational and technological challenges of family offices…
FundCount Awarded Best Client Accounting Solution at the WealthBriefing European Awards
BOSTON, MA, April 17, 2019 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it has won Best Client Accounting solution at the WealthBriefing European Awards ceremony held in London. These well-respected annual awards recognize top providers in the private banking, wealth management and trusted advisor communities. This marks the second year in a row that FundCount has received the Best Client Accounting distinction…
