FundCount Named Best Client Accounting Solution at the WealthBriefingAsia 2020 Awards

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BOSTON, MA, June 3, 2020 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was awarded the title of Best Client Accounting Solution at the 8th WealthBriefingAsia Awards. These annual awards recognize best of breed providers in the global private banking, wealth management and trusted advisor communities that have demonstrated innovation and excellence in 2019…

FundCount Named Best Consolidated Reporting Solution in 2020 Family Wealth Report Awards

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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…

Hunting for Family Office Technology

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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

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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

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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

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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…

Family Wealth Report and FundCount Release Comprehensive Benchmarking Study on Operational Challenges of Family Offices

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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…