Enrich client service with secure online access to investor-related reports,
documents and communications via FundCount Investor Portal
Real-time access to critical information
FundCount Investor Portal provides a secure, centralized hub to create, share and manage client related data. All types of information from documents and reports to tax forms and correspondence are readily available to satisfy information-hungry clients. Interactive dashboards deliver meaningful visual insight on client assets for in-depth analysis of opportunities and more informed investing decisions.