When it comes to purchasing software, it is no secret that companies like to ‘try before they buy.’ This holds true for companies of all sizes, whether a large fund administrator implementing a costly enterprise system or a more modest single family office looking for a simple portfolio accounting solution.

As a result, the Proof of Concept (PoC) and Proof of Value (PoV) have become so pervasive in the software selection process that…

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Client News

FundCount has seen sales accelerate despite the pandemic. We continue to add new clients across the Americas, APAC and EMEA, with the family office sector being particularly active. New clients cite reporting quality, speed, accuracy, operating efficiency, and cost effectiveness as the core drivers for selecting FundCount.

Representative new clients include:

A NY-based multi-family office that needed to improve the speed, quality and accuracy of reporting to its clients.

A single family office based in Australia that is realizing significant efficiency gains from having accounting, portfolio management and reporting on a single integrated platform.

A Middle East-based single family office that wanted to bring accounting in house for a cost-effective solution that would improve its control over reporting and speed reporting.

A hedge fund based in Pennsylvania selected FundCount to bring greater efficiency to accounting and reporting, including tracking the gain/loss on the future trade and the interest charges and notes for their clients.

A California-based accounting firm specializing in hedge fund audits that wanted a more efficient way to collect, collate and analyze client data within the audit process.

Quote of the Quarter

“FundCount support was quick to respond and provided a detailed solution for our issue. Their proper guidance and prompt reply were very much appreciated.” – Claudia Fernandez, Managing Director, Exaalt

Our Latest Blog

It seems as if the Volcker Rule has been in the spotlight for as long as anyone can remember. Now, several much-anticipated revisions are shining that light even brighter.

Read our latest blog, What the Volcker Rule Changes Mean for Family Offices, to find out what the exclusion of family wealth management vehicles and other funds from the covered fund provisions means for asset managers and family offices.


WealthBriefing European Awards

FundCount wins title of Best Client Accounting for the 3rd year in a row.

HFM Asia Hedge Fund Services Awards

FundCount is shortlisted in the following category: Best fund accounting and reporting software

The Drawdown Private Equity Service Provider Awards

FundCount is shortlisted in the following category: Accounting and reporting software

Winners will be announced on November 12, 2020 for the HFM Asia Hedge Fund Services Awards and on January 21, 2021 for the Drawdown Private Equity Service Provider Awards. Stay tuned for the results!

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 135 single and multi-family offices, fund administrators, hedge funds 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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