Data is the heart of the asset management industry. Multi-million-dollar decisions are made and deals are won based on the insights and number-crunching results data provides. After all, data is an enabler for smarter, more fact-based decisions. However, it can also be an anchor as firms struggle to cope with volume, ensure quality, implement sound governance and extract value in a sea of constantly changing information.

These overarching issues represent the “data management challenge” and they impact the entire asset management sector from hedge funds to private equity firms, fund administrators and family offices.

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In the News

FundCount was recently featured in The 2019 Family Office Software Roundup on forbes.com in their overview of accounting, consolidated reporting and wealth management software.


New Clients

We’re pleased to announce that a London-based single family office has selected FundCount based on the strength of the system to accommodate all assets, including equities, fixed income and real estate, on one platform.

FundCount will reduce the workload of collecting, collating and recording data from multiple systems and will enable the family to quickly produce NAV, returns/performance and financials at investment vehicle and position level. Implementation is underway and the client is expected to be live before the end of the year.


Client Quote

“FundCount allows us to manage our complex portfolios in an efficient and seamless manner.”
— Claudia Echeverria
Controller, Causeway Advisory Group, LLC, a single family office


Conference Update

At the Private Equity Europe Forum in London, more than 300 investors, funds and advisors came together to share information and explore issues impacting private equity investment opportunities in Europe and abroad.

Ashley Whittaker, FundCount’s Regional Vice President Sales, EMEA & APAC, joined a distinguished panel of speakers to discuss transparency around fees and reporting in a session entitled, “The Importance of Transparency Across Different Layers of Private Equity Investing.”

The key takeaway was the role that technology can play in meeting the increasing challenge of data volume and demand for data quality. This particularly critical in today’s environment where global or even national regulations and industry standards are failing to help resolve issues due to the wide distribution of data sources.

Connect with FundCount at the following upcoming conferences:


Welcome Aboard

Join us in extending a warm welcome to our newest team members: Derek Sweet, Sales Representative, and Abigail Loar, Data Migration Specialist. Derek can be reached in the Boston office while Abigail will be working from Chicago.


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 130 hedge funds, single and multi-family offices, fund administrators and private equity firms worldwide with assets totaling more than US $150 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 four additional international locations.

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