How small-to-midsize firms can not only survive, but flourish, in an age of compressed margins, increasing regulation and tough competition, was a major theme at the HFM Boston Operational Leaders Summit, sponsored by FundCount and other companies.
FundCount led a roundtable discussion entitled “Tackling technology: selection, implementation & security.” In all three sessions, participants voiced the same concerns.
Client Quote of the Quarter
“You guys could teach most businesses how to do customer service.”
— W. David Moon
President & Founder, Moon Capital Management
Kicking Off the New Year
Welcome Aboard!
Awards and Accolades
Upcoming Events
March 13, 2018
Family Wealth Report’s 3rd New York Family Office Fintech Summit, NYC
FundCount is pleased to be a sponsor of this exciting event. Join FundCount’s Mike Slemmer, COO, Americas, and other industry experts for an engaging panel discussion entitled “Making Essential Upgrades to Ensure You Aren’t Left Behind.”