Get a complete picture of wealth across all client assets for
greater investment insight and data-driven decisions.
Automated for efficiency and accuracy
FundCount’s private data aggregation solution automatically gathers financial information from disparate sources and brings it together on one easy-to-use platform to provide a 360-degree view of wealth.
Feeds from custodians, alternative fund administrators, proprietary data warehouses, market data providers and other systems allow for efficient data management through FundCount while ensuring the integrity and accuracy of all data.
Gain greater operational efficiency with real-time financial reporting and corresponding automated double entry accounting that happens behind the scenes “while you sleep.”