"Our clients are more technology savvy than ever before and expect immediate access to reports and documents. FundCount Online Portal is just one example of how FundCount continues to stay one step ahead of our needs."
Send NAV statements, share documents and keep every conversation in one private space that only you and your investors can see. Schedule a live FundCount system demo and watch the portal in action.
Engineered for effortless integration
The portal sits inside the FundCount ecosystem, so data flows straight from your accounting engine to investors without manual re-keying. Use the
Advanced Report Set to create personalized statements in bulk, export investor profiles with a single template, and push structured performance data that refreshes dashboards automatically. The result: one workflow, zero swivel-chair
Zero-trust security and true data ownership
Every file, message and metric is protected by bank-grade encryption and MFA. Because the portal runs as a single-tenant application—on your private
cloud or on-prem— FundCount employees can’t touch or see your data, and neither can anyone else. You stay GDPR-compliant and audit-ready by design
Efficiency at scale
Batch uploads, batch downloads and batch investor invitations cut hours out of quarter-end. Automated report distribution keeps inboxes clear and allocates your staff to higher-value tasks—no ticket backlog, no late-night sprints
A branded experience investors will recognize
With a clean interface, optional approval workflow for compliance sign-off and fast page loads, the portal feels like an extension of your firm, not someone else’s software. FundCount portal’s simple design means fewer “how do I…?” calls and more investor satisfaction
Own the data, own the conversation.
Request a Live Demo
See FundCount’s integrated accounting and reporting solution in action!
