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.

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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

What better way to start 2018 than with a new FundCount product release?

Introducing Release 3.0.2, which offers new features and functionality to help your firm streamline business processes and manage documents more efficiently.

One of the most significant features in the release is FC Document Management. This new optional module enables users to store documents by funds or accounts, transactions, partners, instruments or investments, and contacts. Once stored, a paper clip icon will be displayed on many standard reports to provide easy access to the documents.

Welcome Aboard!

FundCount continues to grow. We are pleased to welcome these new employees:

Mary McAuliffe has recently joined FundCount as Technical Write= r, where she will apply her more than 20 years of experience using language to bring software products closer to customers and to enrich FundCount’s user documentation. Mary joins FundCount from State Street Bank, where she wrote processes and procedures for a new data-analytics business.

FundCount also welcomes Britney Mayala, Administrative Assistant, who will provide administrative, financial recordkeeping, secretarial and other support for the company. Britney is currently studying accounting and economics at Bridgewater State University. She is looking forward to graduating in May.

Both Mary and Britney are located in the Boston office.

Fraenzi Planzer is the newest member to join FundCount in Zurich, Switzerland. Fraenzi’s commercial background and prior experience working in international companies will be a great asset in her role as assistant to the European Managing Director.

In addition to the new employees above, four new developers and a customer service/implementations specialist have also recently joined the growing FundCount family.


Awards and Accolades

Award season has arrived in full force! After scooping up an award for Best Client Reporting at the WealthBriefing GCC Region Awards ceremony held in Dubai, FundCount is proud to be shortlisted for the following upcoming awards:

  • WealthBriefing Swiss Awards 2018
    Client Communications, Client Reporting, Client Accounting
  • Private Asset Management (PAM) Awards 2018
    Best reporting solution
  • HFM US Hedge Fund Technology Awards
    Best fund accounting software
  • Family Wealth Report (FWR) Awards
    Client Reporting, Accounting

Winners of these awards will be announced throughout February and March. Stay tuned!


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.”

About Fundcount

Founded in 1999, FundCount provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Today, over 120 hedge funds, single and multi-family offices, fund administrators and private equity firms worldwide with assets totaling more than US $100 billion rely on FundCount for accurate, timely information and flexible reporting. FundCount supports its growing client base from the company’s U.S. headquarters and three additional international locations.

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