Workflow
Streamline processes and increase productivity by seamlessly integrating FundCount into your company-wide task management systems.
OCR
Convert PDFs into machine-readable text that can easily be captured, extracted, edited, filed or reused.
CRM
Gain an aggregate view of each customer, streamline your operations and facilitate growth with customer relationship management software.
Payment Systems
Facilitate payments from invoicing to settlement, keeping information in FundCount accurate every step of the way.
Business Intelligence
Enrich FundCount’s analytical power and reporting capabilities with additional business intelligence and data visualization tools.
Order Management Systems
Automate the complete lifecycle of a trade from order capture to routing, reporting and settlement.
Document Management
Improve document management and workflow with tools that integrate with FundCount to provide templates, collaboration and editing.
Custodian Data Feeds
Direct links with custodians minimize time-consuming data entry and reconciliation errors for greater accuracy and operational efficiency.
Market Data Feeds
Get real-time market pricing with direct feeds from market data providers that seamlessly integrate into FundCount.
FundCount Custom Control
Create your own apps in FundCount Custom Control to support atypical processes that are essential to your business.
Robotic Process Automation
Make FundCount part of your RPA workflow and eliminate repetitive tasks.
Digital Signatures
Collect, store and verify signatures by connecting FundCount with a trusted digital signature provider.
AML/KYC
Mitigate risk by connecting to anti-money laundering (AML) and know your customer (KYC) solutions.
Tax Accounting Systems
Improve accuracy and gain efficiency with a custom API from FundCount that integrates with your tax accounting software.