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Reviews
Driving customer satisfaction and loyalty is our main objective. Take a look at what our customers are saying!
“Technology that relies on spreadsheets and disconnected systems will never be as accurate and as efficient as FundCount, which has everything consolidated in one place.”
Richard Liong
Head of fund services,
Hatcher+
Hatcher+
“The operational efficiency and scalability that FundCount provides will ensure we remain effective in product delivery and can support existing and new clients going forward.
Rainier Crouse
Senior Manager,
Paget-Brown Trust Company
Paget-Brown Trust Company
“Newer systems skip over many details, but FundCount has grown over time and includes all the functionality that is necessary to do investment accounting embedded into the system. We have been very pleased with FundCount and know that we have only begun to tap the surface of its many capabilities.”
Patty Fitzsimmons
Vice President of Accounting,
Aquilance
Aquilance
“The importance of integration is that you have all fund information in one system. It makes it easy to access for reporting and registry, payment history, and follow-up.
Eleanna Papanastasopoulou
Head of Fund Administration Department,
Fincap Advisers Ltd.
Fincap Advisers Ltd.
“We appreciate companies like FundCount who bring a long-term view and execute on that vision. That’s how you build a successful partnership and a successful business.”
Vishal Shah
Director of Accounting and Valuations,
Beacon Fund Services
Beacon Fund Services
“Newer systems skip over many details, but FundCount has grown over time and includes all the functionality that is necessary to do investment accounting embedded into the system. We have been very pleased with FundCount and know that we have only begun to tap the surface of its many capabilities.”
David Bloom
Senior Wealth Advisor,
TFO Phoenix
TFO Phoenix
“Technology that relies on spreadsheets and disconnected systems will never be as accurate and as efficient as FundCount, which has everything consolidated in one place.”
Mikhail Davidya
Co-founder,
Theorem Fund Services
Theorem Fund Services
“FundCount is incredibly flexible, so we’re confident that it can be adapted to any environment or market going forward. Plus, the company has proven to be very responsive from both an ongoing development and support perspective. FundCount is a good partner to have in a growing business.”
Michael Garcia
CEO,
MBG Capital
MBG Capital
“FundCount not only offers a solid off-the-shelf solution, but has also been incredibly open-minded from the very beginning. They listened to our needs and made changes to the system to accommodate our requests. We got a solution that works well, at a price we could afford with a company that is very flexible. That’s why we continue to use FundCount today.”
Marc L. Rinaldi
Partner-in-charge, Financial Services,
PKF O’Connor Davies
PKF O’Connor Davies
“Having all portfolio and partnership accounting data integrated in one system speeds reconciliation and facilitates reporting.”
Eric Warshal
President,
Fund Associates
Fund Associates
“Reports are excellent and customizable. FundCount enables us to quickly run the relevant report or cater to any other client request.”
Executive Vice President
of the firm
“FundCount gives us more control and it helps us identify things that we otherwise would not have been able to identify.”
Firm Partner
“We never anticipated that a software solution could make us even more efficient, but FundCount did just that.”
Marcie Odum
CFO,
The Lupton Company
The Lupton Company
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